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JH Adaptive Risk Mgd U.S. Eq T (JRSTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.30+0.13 (+1.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.08%
5-Year Average Return8.85%
Number of Years Up12
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)35.49%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return35.49%
Worst 3-Yr Total Return4.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJRSTXCategory
YTD4.33%14.84%
1-Month-3.80%1.65%
3-Month3.16%7.55%
1-Year13.26%40.47%
3-Year4.87%16.77%
5-Year8.43%16.15%
10-Year8.92%13.21%
Last Bull Market20.45%24.09%
Last Bear Market-13.96%-17.61%

Annual Total Return (%) History

Year
JRSTXCategory
2024
N/AN/A
2023
15.13%N/A
2022
-14.21%N/A
2021
19.53%N/A
2020
12.69%15.83%
2019
23.48%28.78%
2018
-3.70%-6.27%
2017
20.27%20.44%
2016
8.00%10.37%
2015
3.13%-1.07%
2014
9.18%10.96%
2013
35.49%31.50%
2012
15.34%14.96%
2011
2.07%-1.27%
2010
15.29%14.01%
2009
N/A28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.44%N/AN/AN/A
20234.34%5.91%-4.55%9.15%
2022-3.63%-13.96%-6.44%10.58%
20212.88%6.44%0.88%8.21%
2020-20.83%23.03%7.75%7.38%
201912.98%3.03%3.39%2.60%
20181.57%4.45%5.30%-13.79%
20175.33%2.70%5.64%5.24%
20164.01%4.50%-1.95%1.34%
20154.79%-2.35%-3.25%4.17%
20142.60%4.52%-2.58%4.51%
201313.66%2.04%4.89%11.37%
20128.95%-1.64%6.09%1.46%
20116.78%-0.30%-15.52%13.49%
20106.76%-11.07%10.93%9.48%
20094.13%N/AN/AN/A

Rank In Category (By Total Return)

YTD73
1-Month24
3-Month73
1-Year87
3-Year82
5-Year94

Load Adjusted Returns

1-Year13.26%
3-Year4.87%
5-Year8.43%
10-Year8.92%