JAHQX Mutual Fund

JAHQX Mutual Fund

NAV$21.44
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Returns Overview

1 Month
+1.00%
3 Months
+1.67%
6 Months
+10.44%
YTD
+11.77%
1 Year
+17.83%
3 Years (annualized)
+20.28%
5 Years (annualized)
+12.52%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHQX 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)
+11.77%
Peer Avg (YTD)
+8.51%
vs Peers
+3.26%

JAHQX Mutual Fund Performance

JAHQX performance across multiple time periods: 1-month 1.00%, YTD 11.77%, 1-year 17.83%, 3-year 20.28%, 5-year 12.52%, 10-year 13.97%.

JAHQX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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