JAHGX Mutual Fund

JAHGX Mutual Fund

NAV$21.93
See how much of JAHGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.56%
3 Months
-1.09%
6 Months
+9.11%
YTD
+6.66%
1 Year
+12.81%
3 Years (annualized)
+19.97%
5 Years (annualized)
+10.95%
10 Years (annualized)
+17.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+8.51%
vs Peers
-1.85%

JAHGX Mutual Fund Performance

JAHGX performance across multiple time periods: 1-month 4.56%, YTD 6.66%, 1-year 12.81%, 3-year 19.97%, 5-year 10.95%, 10-year 17.56%.

JAHGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

JAHGX vs another fund shows side-by-side returns. JAHGX alternatives are available in the Mutual Fund Screener.