JRIOX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+2.11%
3 Months
+5.65%
6 Months
+5.33%
YTD
+12.65%
1 Year
+6.90%
3 Years (annualized)
+5.38%
5 Years (annualized)
+5.70%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRIOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
John Hancock 2050 Preservation Index
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+10.49%
vs Peers
+2.16%

JRIOX Mutual Fund Performance

JRIOX performance across multiple time periods: 1-month 2.11%, YTD 12.65%, 1-year 6.90%, 3-year 5.38%, 5-year 5.70%, 10-year 7.14%.

JRIOX returns outperform the peer average of 10.49% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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