JRHPX Mutual Fund

NAV$10.35

Returns Overview

3 Months
+2.86%
6 Months
+4.59%
YTD
+8.80%
1 Year
+15.00%
3 Years (annualized)
+2.37%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRHPX 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 2030 Preservation Inde
This Mutual Fund (YTD)
+8.80%
Peer Avg (YTD)
+4.61%
vs Peers
+4.19%

JRHPX Mutual Fund Performance

JRHPX performance across multiple time periods: YTD 8.80%, 1-year 15.00%, 3-year 2.37%, 5-year 4.10%, 10-year 5.44%.

JRHPX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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