JRTMX Mutual Fund

NAV$16.30

Returns Overview

3 Months
+9.77%
6 Months
+9.32%
YTD
+8.73%
1 Year
+18.34%
3 Years (annualized)
+14.32%
5 Years (annualized)
+6.99%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTMX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2035 Lifetime Index
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+7.64%
vs Peers
+1.09%

JRTMX Mutual Fund Performance

JRTMX performance across multiple time periods: YTD 8.73%, 1-year 18.34%, 3-year 14.32%, 5-year 6.99%, 10-year 9.71%.

JRTMX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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