JRTIX Mutual Fund

JRTIX Mutual Fund

NAV$14.63
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Returns Overview

1 Month
-0.48%
3 Months
+2.03%
6 Months
+5.03%
YTD
+7.03%
1 Year
+14.76%
3 Years (annualized)
+11.62%
5 Years (annualized)
+5.70%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTIX 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)
+7.03%
Peer Avg (YTD)
+6.99%
vs Peers
+0.04%

JRTIX Mutual Fund Performance

JRTIX performance across multiple time periods: 1-month -0.48%, YTD 7.03%, 1-year 14.76%, 3-year 11.62%, 5-year 5.70%, 10-year 8.43%.

JRTIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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