JRFPX Mutual Fund

NAV$9.63

Returns Overview

3 Months
+0.15%
6 Months
+0.67%
YTD
+3.19%
1 Year
+7.05%
3 Years (annualized)
-0.44%
5 Years (annualized)
+2.10%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRFPX 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 Income Preservation Index
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+4.61%
vs Peers
-1.42%

JRFPX Mutual Fund Performance

JRFPX performance across multiple time periods: YTD 3.19%, 1-year 7.05%, 3-year -0.44%, 5-year 2.10%, 10-year 2.31%.

JRFPX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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