JRHRX Mutual Fund

JRHRX Mutual Fund

NAV$9.70
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Returns Overview

3 Months
-1.99%
6 Months
-0.42%
YTD
+3.51%
1 Year
+9.36%
3 Years (annualized)
+0.49%
5 Years (annualized)
+2.85%
10 Years (annualized)
+4.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRHRX 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 2030 Preservation Inde
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+4.61%
vs Peers
-1.10%

JRHRX Mutual Fund Performance

JRHRX performance across multiple time periods: YTD 3.51%, 1-year 9.36%, 3-year 0.49%, 5-year 2.85%, 10-year 4.63%.

JRHRX returns trail the peer average of 4.61% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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