JJERX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
+0.47%
3 Months
+15.09%
6 Months
+12.89%
YTD
+12.01%
1 Year
+23.23%
3 Years (annualized)
+17.10%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JJERX 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
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📉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

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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 2060 Lifetime Index
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+7.64%
vs Peers
+4.37%

JJERX Mutual Fund Performance

JJERX performance across multiple time periods: 1-month 0.47%, YTD 12.01%, 1-year 23.23%, 3-year 17.10%, 5-year 8.00%, 10-year 10.65%.

JJERX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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