JRTBX Mutual Fund

JRTBX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-0.45%
3 Months
+1.61%
6 Months
+4.26%
YTD
+6.01%
1 Year
+12.76%
3 Years (annualized)
+10.30%
5 Years (annualized)
+4.43%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTBX 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 2025 Lifetime Index
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.98%

JRTBX Mutual Fund Performance

JRTBX performance across multiple time periods: 1-month -0.45%, YTD 6.01%, 1-year 12.76%, 3-year 10.30%, 5-year 4.43%, 10-year 7.03%.

JRTBX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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