JRTKX Mutual Fund

NAV$15.77

Returns Overview

1 Month
-1.62%
3 Months
+2.20%
6 Months
+3.89%
YTD
+6.77%
1 Year
+18.32%
3 Years (annualized)
+14.45%
5 Years (annualized)
+7.86%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
John Hancock 2035 Lifetime Index
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+7.64%
vs Peers
-0.87%

JRTKX Mutual Fund Performance

JRTKX performance across multiple time periods: 1-month -1.62%, YTD 6.77%, 1-year 18.32%, 3-year 14.45%, 5-year 7.86%, 10-year 10.84%.

JRTKX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

JRTKX performance comparison shows side-by-side returns with another fund. JRTKX alternatives are available in the Mutual Fund Screener.