JPORX Mutual Fund

JPORX Mutual Fund

NAV$10.80
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Returns Overview

3 Months
-2.58%
6 Months
+1.75%
YTD
+7.42%
1 Year
+16.43%
3 Years (annualized)
+3.97%
5 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPORX 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 2060 Preservation Index
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+4.61%
vs Peers
+2.81%

JPORX Mutual Fund Performance

JPORX performance across multiple time periods: YTD 7.42%, 1-year 16.43%, 3-year 3.97%, 5-year 4.84%.

JPORX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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