JAHQX Mutual Fund

JAHQX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
+0.48%
3 Months
+4.46%
6 Months
+9.18%
YTD
+10.67%
1 Year
+18.06%
3 Years (annualized)
+19.92%
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)
+10.67%
Peer Avg (YTD)
+6.23%
vs Peers
+4.43%

JAHQX Mutual Fund Performance

JAHQX performance across multiple time periods: 1-month 0.48%, YTD 10.67%, 1-year 18.06%, 3-year 19.92%, 5-year 12.52%, 10-year 13.97%.

JAHQX returns outperform the peer average of 6.23% 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.