JRYOX Mutual Fund

NAV$10.13

Returns Overview

1 Month
+2.33%
3 Months
+4.04%
6 Months
+4.04%
YTD
+10.08%
1 Year
+4.50%
3 Years (annualized)
+4.07%
5 Years (annualized)
+5.15%
10 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRYOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
John Hancock 2035 Preservation Index
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+10.49%
vs Peers
-0.40%

JRYOX Mutual Fund Performance

JRYOX performance across multiple time periods: 1-month 2.33%, YTD 10.08%, 1-year 4.50%, 3-year 4.07%, 5-year 5.15%, 10-year 6.19%.

JRYOX returns trail the peer average of 10.49% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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