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JHancock 2040 Lifetime Blend Ptf R4 (JRTVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.35+0.01 (+0.07%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.84%
5-year average return8.72%
Number of years up4
Number of years down2
Best 1-yr total return (24 Jun 2024)24.45%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return24.45%
Worst 3-yr total return3.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRTVXCategory
YTD6.06%10.80%
1-month3.88%1.06%
3-month2.90%6.14%
1-year18.15%33.59%
3-year2.50%12.99%
5-year9.44%12.87%
10-year7.63%9.72%
Last bull market21.56%19.05%
Last bear market-14.30%-17.54%

Annual total return (%) history

Year
JRTVXCategory
2024
N/AN/A
2023
16.54%N/A
2022
-18.17%N/A
2021
17.26%N/A
2020
15.79%14.56%
2019
24.45%23.19%
2018
-8.29%-7.74%
2017
N/A19.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.14%N/AN/AN/A
20235.44%4.37%-4.44%10.81%
2022-5.62%-14.30%-6.95%8.73%
20214.60%6.71%-1.26%6.40%
2020-19.76%18.28%7.00%14.02%
201911.74%3.35%0.09%7.67%
2018-0.73%0.90%3.89%-11.87%
20174.52%4.97%N/AN/A

Rank in category (by total return)

YTD64
1-month50
3-month68
1-year72
3-year77
5-year52

Load adjusted returns

1-year18.15%
3-year2.50%
5-year9.44%
10-year7.63%