JCHOX Mutual Fund

NAV$11.20

Returns Overview

1 Month
+2.02%
3 Months
+5.57%
6 Months
+5.28%
YTD
+12.59%
1 Year
+6.79%
3 Years (annualized)
+6.23%
5 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCHOX 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 2060 Preservation Index
This Mutual Fund (YTD)
+12.59%
Peer Avg (YTD)
+10.49%
vs Peers
+2.10%

JCHOX Mutual Fund Performance

JCHOX performance across multiple time periods: 1-month 2.02%, YTD 12.59%, 1-year 6.79%, 3-year 6.23%, 5-year 6.23%.

JCHOX returns outperform the peer average of 10.49% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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