JRFNX Mutual Fund

JRFNX Mutual Fund

NAV$9.17
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Returns Overview

3 Months
-3.35%
6 Months
-2.85%
YTD
-0.42%
1 Year
+3.13%
3 Years (annualized)
-1.82%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRFNX 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 Income Preservation Index
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
+4.61%
vs Peers
-5.03%

JRFNX Mutual Fund Performance

JRFNX performance across multiple time periods: YTD -0.42%, 1-year 3.13%, 3-year -1.82%, 5-year 1.13%, 10-year 1.71%.

JRFNX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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