JRISX Mutual Fund

JRISX Mutual Fund

NAV$9.59
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Returns Overview

3 Months
-3.98%
6 Months
+0.27%
YTD
+5.93%
1 Year
+14.91%
3 Years (annualized)
+3.71%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRISX 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
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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 2050 Preservation Index
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+4.61%
vs Peers
+1.32%

JRISX Mutual Fund Performance

JRISX performance across multiple time periods: YTD 5.93%, 1-year 14.91%, 3-year 3.71%, 5-year 4.75%, 10-year 6.71%.

JRISX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

JRISX vs another fund shows side-by-side returns. JRISX alternatives are available in the Mutual Fund Screener.