JHRTX Mutual Fund

JHRTX Mutual Fund

NAV$15.24
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Returns Overview

1 Month
-1.66%
3 Months
+3.35%
6 Months
+7.63%
YTD
+10.36%
1 Year
+20.66%
3 Years (annualized)
+15.56%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHRTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+6.99%
vs Peers
+3.37%

JHRTX Mutual Fund Performance

JHRTX performance across multiple time periods: 1-month -1.66%, YTD 10.36%, 1-year 20.66%, 3-year 15.56%, 5-year 8.01%, 10-year 10.94%.

JHRTX 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.

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