JAHRX Mutual Fund

JAHRX Mutual Fund

NAV$21.26
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Returns Overview

1 Month
+0.53%
3 Months
+4.45%
6 Months
+9.15%
YTD
+10.65%
1 Year
+17.96%
3 Years (annualized)
+19.82%
5 Years (annualized)
+12.43%
10 Years (annualized)
+13.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHRX 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)
+10.65%
Peer Avg (YTD)
+6.23%
vs Peers
+4.42%

JAHRX Mutual Fund Performance

JAHRX performance across multiple time periods: 1-month 0.53%, YTD 10.65%, 1-year 17.96%, 3-year 19.82%, 5-year 12.43%, 10-year 13.88%.

JAHRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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