JRESX Mutual Fund

NAV$9.43

Returns Overview

3 Months
-1.54%
6 Months
-0.62%
YTD
+2.54%
1 Year
+6.99%
3 Years (annualized)
+0.03%
5 Years (annualized)
+2.75%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRESX 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 2025 Preservation Index
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+4.61%
vs Peers
-2.07%

JRESX Mutual Fund Performance

JRESX performance across multiple time periods: YTD 2.54%, 1-year 6.99%, 3-year 0.03%, 5-year 2.75%, 10-year 4.11%.

JRESX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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