JRETX Mutual Fund

JRETX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
+2.24%
3 Months
+1.05%
6 Months
+8.11%
YTD
+12.83%
1 Year
+20.42%
3 Years (annualized)
+16.70%
5 Years (annualized)
+7.55%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRETX 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 Lifetime Index
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+8.76%
vs Peers
+4.07%

JRETX Mutual Fund Performance

JRETX performance across multiple time periods: 1-month 2.24%, YTD 12.83%, 1-year 20.42%, 3-year 16.70%, 5-year 7.55%, 10-year 10.89%.

JRETX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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