JRFOX Mutual Fund

NAV$9.47

Returns Overview

3 Months
-1.39%
6 Months
-0.79%
YTD
+1.81%
1 Year
+5.63%
3 Years (annualized)
-1.69%
5 Years (annualized)
+1.18%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRFOX 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
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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 Income Preservation Index
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+4.61%
vs Peers
-2.80%

JRFOX Mutual Fund Performance

JRFOX performance across multiple time periods: YTD 1.81%, 1-year 5.63%, 3-year -1.69%, 5-year 1.18%, 10-year 1.69%.

JRFOX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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