JRTGX Mutual Fund

JRTGX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-0.48%
3 Months
+2.10%
6 Months
+5.18%
YTD
+7.11%
1 Year
+14.96%
3 Years (annualized)
+11.85%
5 Years (annualized)
+6.65%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTGX 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 2030 Lifetime Index
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+6.99%
vs Peers
+0.11%

JRTGX Mutual Fund Performance

JRTGX performance across multiple time periods: 1-month -0.48%, YTD 7.11%, 1-year 14.96%, 3-year 11.85%, 5-year 6.65%, 10-year 9.22%.

JRTGX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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