JAHQX Mutual Fund

JAHQX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
-20.66%
3 Months
-21.04%
6 Months
-17.52%
YTD
-12.62%
1 Year
-11.92%
3 Years (annualized)
+12.97%
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)
-12.62%
Peer Avg (YTD)
+5.23%
vs Peers
-17.85%

JAHQX Mutual Fund Performance

JAHQX performance across multiple time periods: 1-month -20.66%, YTD -12.62%, 1-year -11.92%, 3-year 12.97%, 5-year 12.52%, 10-year 13.97%.

JAHQX returns trail the peer average of 5.23% 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.