JRTYX Mutual Fund

JRTYX Mutual Fund

NAV$19.62
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Returns Overview

1 Month
+0.10%
3 Months
+13.63%
6 Months
+12.04%
YTD
+11.19%
1 Year
+23.49%
3 Years (annualized)
+17.97%
5 Years (annualized)
+9.45%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTYX 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 2050 Lifetime Index
This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+7.64%
vs Peers
+3.56%

JRTYX Mutual Fund Performance

JRTYX performance across multiple time periods: 1-month 0.10%, YTD 11.19%, 1-year 23.49%, 3-year 17.97%, 5-year 9.45%, 10-year 11.45%.

JRTYX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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