JRFSX Mutual Fund

JRFSX Mutual Fund

NAV$9.47
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Returns Overview

3 Months
-1.26%
6 Months
-0.66%
YTD
+1.95%
1 Year
+5.71%
3 Years (annualized)
-0.66%
5 Years (annualized)
+2.04%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRFSX 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
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📉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)
+1.95%
Peer Avg (YTD)
+4.61%
vs Peers
-2.66%

JRFSX Mutual Fund Performance

JRFSX performance across multiple time periods: YTD 1.95%, 1-year 5.71%, 3-year -0.66%, 5-year 2.04%, 10-year 2.38%.

JRFSX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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