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JH Adaptive Risk Mgd U.S. Eq S (JRSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.17-0.02 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.71%
5-Year Average Return9.24%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Jun 20, 2024)35.57%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return35.57%
Worst 3-Yr Total Return4.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJRSSXCategory
YTD9.28%5.31%
1-Month4.94%-4.19%
3-Month4.13%3.90%
1-Year21.10%20.31%
3-Year6.18%6.48%
5-Year9.68%11.78%
10-Year8.98%10.96%
Last Bull Market20.24%25.56%
Last Bear Market-14.08%-15.11%

Annual Total Return (%) History

Year
JRSSXCategory
2024
N/AN/A
2023
14.90%22.32%
2022
-14.46%-16.96%
2021
19.20%26.07%
2020
12.41%15.83%
2019
23.18%28.78%
2018
-3.95%-6.27%
2017
20.06%20.44%
2016
7.73%10.37%
2015
2.94%-1.07%
2014
9.14%10.96%
2013
35.57%31.50%
2012
15.14%14.96%
2011
1.81%-1.27%
2010
14.81%14.01%
2009
17.46%28.17%
2008
-35.02%-37.79%
2007
0.87%6.16%
2006
17.19%14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
20234.25%5.79%-4.56%9.16%
2022-3.65%-14.08%-6.55%10.57%
20212.75%6.35%0.86%8.16%
2020-20.89%22.94%7.66%7.35%
201912.91%2.99%3.26%2.58%
20181.46%4.40%5.25%-13.84%
20175.28%2.74%5.48%5.22%
20163.86%4.46%-1.93%1.25%
20154.65%-2.33%-3.33%4.18%
20142.75%4.41%-2.56%4.42%
201314.02%2.04%4.79%11.20%
20128.97%-1.74%6.01%1.45%
20116.79%-0.40%-15.57%13.37%
20106.64%-11.10%10.83%9.27%
2009-16.94%15.45%17.67%4.11%
2008-8.99%-5.91%-3.40%-21.45%
20072.68%3.11%-0.16%-4.57%
20065.10%-0.48%4.68%7.02%

Rank In Category (By Total Return)

YTD65
1-Month28
3-Month22
1-Year81
3-Year79
5-Year96

Load Adjusted Returns

1-Year21.10%
3-Year6.18%
5-Year9.68%
10-Year8.98%