JHROX Mutual Fund

NAV$12.76

Returns Overview

1 Month
+0.40%
3 Months
+13.80%
6 Months
+12.19%
YTD
+11.40%
1 Year
+22.30%
3 Years (annualized)
+16.79%
5 Years (annualized)
+7.92%
10 Years (annualized)
+11.33%

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

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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 2045 Lifetime Index
This Mutual Fund (YTD)
+11.40%
Peer Avg (YTD)
+7.64%
vs Peers
+3.76%

JHROX Mutual Fund Performance

JHROX performance across multiple time periods: 1-month 0.40%, YTD 11.40%, 1-year 22.30%, 3-year 16.79%, 5-year 7.92%, 10-year 11.33%.

JHROX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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