JHREX Mutual Fund

JHREX Mutual Fund

NAV$8.32
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Returns Overview

3 Months
+5.22%
6 Months
+5.35%
YTD
+5.08%
1 Year
+11.26%
3 Years (annualized)
+9.65%
5 Years (annualized)
+4.37%
10 Years (annualized)
+6.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHREX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
John Hancock 2015 Lifetime Index
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+7.64%
vs Peers
-2.56%

JHREX Mutual Fund Performance

JHREX performance across multiple time periods: YTD 5.08%, 1-year 11.26%, 3-year 9.65%, 5-year 4.37%, 10-year 6.61%.

JHREX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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