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JHancock 2040 Lifetime Blend Ptf 1 (JRTTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.49+0.06 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.05%
5-year average return8.70%
Number of years up7
Number of years down3
Best 1-yr total return (4 July 2024)24.61%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return24.61%
Worst 3-yr total return3.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRTTXCategory
YTD7.52%10.80%
1-month1.29%1.06%
3-month1.22%6.14%
1-year13.98%33.59%
3-year2.70%12.99%
5-year8.63%12.87%
10-year7.75%9.72%
Last bull market21.69%19.05%
Last bear market-14.30%-17.54%

Annual total return (%) history

Year
JRTTXCategory
2024
N/AN/A
2023
16.78%N/A
2022
-18.00%N/A
2021
17.51%N/A
2020
16.00%14.56%
2019
24.61%23.19%
2018
-8.17%-7.74%
2017
20.20%19.52%
2016
10.42%7.95%
2015
-1.91%-1.99%
2014
6.92%5.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.22%1.22%N/AN/A
20235.54%4.37%-4.36%10.84%
2022-5.56%-14.30%-6.86%8.78%
20214.68%6.71%-1.19%6.46%
2020-19.78%18.41%7.00%14.13%
201911.75%3.45%0.09%7.71%
2018-0.65%0.90%3.89%-11.83%
20175.87%3.46%4.52%5.00%
20161.27%2.13%4.45%2.21%
20152.27%-0.46%-8.07%4.83%
20141.29%4.61%-1.59%2.54%

Rank in category (by total return)

YTD63
1-month47
3-month70
1-year71
3-year71
5-year47

Load adjusted returns

1-year13.98%
3-year2.70%
5-year8.63%
10-year7.75%