JRVRX Mutual Fund

JRVRX Mutual Fund

NAV$10.70
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Returns Overview

3 Months
-2.37%
6 Months
+1.64%
YTD
+7.03%
1 Year
+15.74%
3 Years (annualized)
+3.62%
5 Years (annualized)
+4.43%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRVRX 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 2045 Preservation Index
This Mutual Fund (YTD)
+7.03%
Peer Avg (YTD)
+4.61%
vs Peers
+2.42%

JRVRX Mutual Fund Performance

JRVRX performance across multiple time periods: YTD 7.03%, 1-year 15.74%, 3-year 3.62%, 5-year 4.43%, 10-year 6.26%.

JRVRX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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