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JH Adaptive Risk Mgd U.S. Eq D (JRSDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.99+0.04 (+0.37%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.18%
5-Year Average Return9.89%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)23.60%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return23.60%
Worst 3-Yr Total Return5.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJRSDXCategory
YTD9.47%5.31%
1-Month5.04%-4.19%
3-Month4.22%3.90%
1-Year21.52%20.31%
3-Year6.57%6.48%
5-Year10.08%11.78%
10-Year9.33%10.96%
Last Bull Market20.51%25.56%
Last Bear Market-13.96%-15.11%

Annual Total Return (%) History

Year
JRSDXCategory
2024
N/AN/A
2023
15.19%22.32%
2022
-14.10%-16.96%
2021
19.71%26.07%
2020
12.80%15.83%
2019
23.60%28.78%
2018
-3.60%-6.27%
2017
20.35%20.44%
2016
7.95%10.37%
2015
3.24%-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20234.22%5.91%-4.45%9.20%
2022-3.63%-13.96%-6.44%10.73%
20212.88%6.44%0.88%8.37%
2020-20.75%23.00%7.66%7.49%
201912.98%3.12%3.39%2.61%
20181.57%4.54%5.30%-13.77%
20175.33%2.81%5.54%5.30%
20163.90%4.50%-1.85%1.29%
20154.89%-2.46%-3.25%4.29%

Rank In Category (By Total Return)

YTD64
1-Month23
3-Month21
1-Year80
3-Year75
5-Year95

Load Adjusted Returns

1-Year21.52%
3-Year6.57%
5-Year10.08%
10-Year9.33%