JRVSX Mutual Fund

NAV$10.68

Returns Overview

3 Months
-2.82%
6 Months
+1.36%
YTD
+6.85%
1 Year
+15.60%
3 Years (annualized)
+3.95%
5 Years (annualized)
+4.86%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRVSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
John Hancock 2045 Preservation Index
This Mutual Fund (YTD)
+6.85%
Peer Avg (YTD)
+4.61%
vs Peers
+2.24%

JRVSX Mutual Fund Performance

JRVSX performance across multiple time periods: YTD 6.85%, 1-year 15.60%, 3-year 3.95%, 5-year 4.86%, 10-year 6.97%.

JRVSX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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