JAHLX Mutual Fund

JAHLX Mutual Fund

NAV$20.06
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Returns Overview

1 Month
+9.97%
3 Months
+2.19%
6 Months
+8.87%
YTD
+6.75%
1 Year
+35.59%
3 Years (annualized)
+13.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHLX 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
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📉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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+5.27%
vs Peers
+1.48%

JAHLX Mutual Fund Performance

JAHLX performance across multiple time periods: 1-month 9.97%, YTD 6.75%, 1-year 35.59%, 3-year 13.54%.

JAHLX returns outperform the peer average of 5.27% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

JAHLX performance comparison shows side-by-side returns with another fund. JAHLX alternatives are available in the Mutual Fund Screener.