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JHancock Multi-Index 2055 Presv R2 (JRIUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.72+0.23 (+2.42%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.50%
5-year average return5.08%
Number of years up5
Number of years down3
Best 1-yr total return (24 Aug 2023)22.67%
Worst 1-yr total return (24 Aug 2023)N/A
Best 3-yr total return22.67%
Worst 3-yr total return2.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRIUXCategory
YTD9.50%12.13%
1-month-2.80%1.09%
3-month5.03%6.61%
1-year3.15%37.63%
3-year3.55%13.82%
5-year5.08%13.76%
10-year0.00%10.29%
Last bull market29.34%19.35%
Last bear market-14.43%-17.99%

Annual total return (%) history

Year
JRIUXCategory
2023
N/AN/A
2022
-19.66%N/A
2021
14.86%N/A
2020
15.31%15.47%
2019
22.67%24.91%
2018
-7.55%-8.44%
2017
18.56%21.08%
2016
9.50%8.00%
2015
-2.29%-1.71%
2014
N/A5.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.72%4.35%N/AN/A
2022-6.22%-14.43%-7.45%8.17%
20213.28%6.44%-1.45%6.02%
2020-16.84%16.33%5.87%12.58%
201910.79%3.28%0.18%7.02%
2018-0.68%0.77%3.83%-11.04%
20175.28%3.31%4.33%4.48%
20161.10%2.07%4.26%1.78%
20151.91%-0.38%-7.35%3.88%
20144.06%-1.52%2.17%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year7.05%
3-year5.98%
5-year5.89%
10-yearN/A