JHROX Mutual Fund

JHROX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
-1.12%
3 Months
-1.12%
6 Months
+1.89%
YTD
+8.51%
1 Year
+10.47%
3 Years (annualized)
+19.33%
5 Years (annualized)
+7.06%
10 Years (annualized)
+10.82%

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)
+8.51%
Peer Avg (YTD)
+6.70%
vs Peers
+1.81%

JHROX Mutual Fund Performance

JHROX performance across multiple time periods: 1-month -1.12%, YTD 8.51%, 1-year 10.47%, 3-year 19.33%, 5-year 7.06%, 10-year 10.82%.

JHROX returns outperform the peer average of 6.70% 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.