JRTDX Mutual Fund

JRTDX Mutual Fund

NAV$13.44
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Returns Overview

3 Months
+6.50%
6 Months
+6.67%
YTD
+6.33%
1 Year
+13.44%
3 Years (annualized)
+10.91%
5 Years (annualized)
+4.98%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTDX 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)
+6.33%
Peer Avg (YTD)
+7.64%
vs Peers
-1.31%

JRTDX Mutual Fund Performance

JRTDX performance across multiple time periods: YTD 6.33%, 1-year 13.44%, 3-year 10.91%, 5-year 4.98%, 10-year 7.55%.

JRTDX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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