JAHJX Mutual Fund

JAHJX Mutual Fund

NAV$18.57
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Returns Overview

1 Month
-3.14%
3 Months
+1.83%
6 Months
+3.62%
YTD
+3.67%
1 Year
+3.17%
3 Years (annualized)
+21.09%
5 Years (annualized)
+10.57%
10 Years (annualized)
+17.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHJX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.67%
Peer Avg (YTD)
+5.23%
vs Peers
-1.56%

JAHJX Mutual Fund Performance

JAHJX performance across multiple time periods: 1-month -3.14%, YTD 3.67%, 1-year 3.17%, 3-year 21.09%, 5-year 10.57%, 10-year 17.15%.

JAHJX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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