JAHRX Mutual Fund

JAHRX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
-20.80%
3 Months
-21.22%
6 Months
-17.71%
YTD
-12.82%
1 Year
-12.19%
3 Years (annualized)
+13.12%
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)
-12.82%
Peer Avg (YTD)
+5.23%
vs Peers
-18.06%

JAHRX Mutual Fund Performance

JAHRX performance across multiple time periods: 1-month -20.80%, YTD -12.82%, 1-year -12.19%, 3-year 13.12%, 5-year 12.43%, 10-year 13.88%.

JAHRX returns trail the peer average of 5.23% 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.