JHROX Mutual Fund

JHROX Mutual Fund

NAV$12.62
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Returns Overview

1 Month
-2.04%
3 Months
-1.50%
6 Months
+12.10%
YTD
+9.74%
1 Year
+13.38%
3 Years (annualized)
+16.93%
5 Years (annualized)
+7.60%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHROX 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
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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 2045 Lifetime Index
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+7.09%
vs Peers
+2.65%

JHROX Mutual Fund Performance

JHROX performance across multiple time periods: 1-month -2.04%, YTD 9.74%, 1-year 13.38%, 3-year 16.93%, 5-year 7.60%, 10-year 10.90%.

JHROX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

JHROX vs another fund shows side-by-side returns. JHROX alternatives are available in the Mutual Fund Screener.