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JH Adaptive Risk Mgd U.S. Eq C (JRSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.63+0.03 (+0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.61%
5-year average return8.94%
Number of years up15
Number of years down3
Best 1-yr total return (24 Jun 2024)34.40%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return34.40%
Worst 3-yr total return4.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJRSCXCategory
YTD9.00%5.31%
1-month4.89%-4.19%
3-month3.94%3.90%
1-year20.44%20.31%
3-year5.67%6.48%
5-year9.12%11.78%
10-year8.40%10.96%
Last bull market20.05%25.56%
Last bear market-14.04%-15.11%

Annual total return (%) history

Year
JRSCXCategory
2024
N/AN/A
2023
14.24%22.32%
2022
-14.75%-16.96%
2021
18.72%26.07%
2020
11.75%15.83%
2019
22.43%28.78%
2018
-4.35%-6.27%
2017
19.32%20.44%
2016
6.97%10.37%
2015
2.54%-1.07%
2014
8.26%10.96%
2013
34.40%31.50%
2012
14.56%14.96%
2011
1.17%-1.27%
2010
14.24%14.01%
2009
16.97%28.17%
2008
-35.41%-37.79%
2007
0.48%6.16%
2006
16.54%14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.16%N/AN/AN/A
20234.09%5.73%-4.78%9.01%
2022-3.82%-14.04%-6.75%10.56%
20212.66%6.30%0.65%8.09%
2020-20.95%22.72%7.53%7.13%
201912.71%2.89%3.17%2.33%
20181.40%4.24%5.12%-13.92%
20175.19%2.51%5.31%5.07%
20163.71%4.34%-2.18%1.05%
20154.61%-2.57%-3.28%4.02%
20142.45%4.30%-2.75%4.18%
201313.40%1.97%4.59%11.14%
20128.85%-1.84%5.82%1.32%
20116.61%-0.60%-15.69%13.25%
20106.54%-11.25%10.63%9.21%
2009-16.99%15.21%17.58%4.02%
2008-9.20%-5.95%-3.63%-21.52%
20072.60%3.04%-0.25%-4.72%
20065.00%-0.67%4.60%6.82%

Rank in category (by total return)

YTD68
1-month32
3-month26
1-year82
3-year82
5-year97

Load adjusted returns

1-year19.44%
3-year5.67%
5-year9.12%
10-year8.40%