JHROX Mutual Fund

JHROX Mutual Fund

NAV$12.81
See how much of JHROX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.50%
3 Months
+3.05%
6 Months
+7.01%
YTD
+9.74%
1 Year
+19.73%
3 Years (annualized)
+14.92%
5 Years (annualized)
+7.59%
10 Years (annualized)
+10.72%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.99%
vs Peers
+2.74%

JHROX Mutual Fund Performance

JHROX performance across multiple time periods: 1-month -1.50%, YTD 9.74%, 1-year 19.73%, 3-year 14.92%, 5-year 7.59%, 10-year 10.72%.

JHROX returns outperform the peer average of 6.99% 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.