JRODX Mutual Fund

JRODX Mutual Fund

NAV$20.79
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Returns Overview

1 Month
+2.43%
3 Months
+1.89%
6 Months
+8.66%
YTD
+13.34%
1 Year
+21.27%
3 Years (annualized)
+18.20%
5 Years (annualized)
+9.10%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRODX 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 2060 Lifetime Index
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+8.76%
vs Peers
+4.58%

JRODX Mutual Fund Performance

JRODX performance across multiple time periods: 1-month 2.43%, YTD 13.34%, 1-year 21.27%, 3-year 18.20%, 5-year 9.10%, 10-year 11.37%.

JRODX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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