JRTVX Mutual Fund

JRTVX Mutual Fund

NAV$17.69
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Returns Overview

1 Month
-0.58%
3 Months
+2.93%
6 Months
+6.76%
YTD
+9.13%
1 Year
+18.82%
3 Years (annualized)
+14.49%
5 Years (annualized)
+7.75%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTVX 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 2040 Lifetime Index
This Mutual Fund (YTD)
+9.13%
Peer Avg (YTD)
+6.99%
vs Peers
+2.13%

JRTVX Mutual Fund Performance

JRTVX performance across multiple time periods: 1-month -0.58%, YTD 9.13%, 1-year 18.82%, 3-year 14.49%, 5-year 7.75%, 10-year 10.28%.

JRTVX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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