JAHVX Mutual Fund

JAHVX Mutual Fund

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Returns Overview

1 Month
-5.57%
3 Months
-5.52%
6 Months
-0.40%
YTD
+7.72%
1 Year
+9.73%
3 Years (annualized)
+23.37%
5 Years (annualized)
+8.60%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHVX 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
PROUpgrade to run
🏦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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.72%
Peer Avg (YTD)
+6.23%
vs Peers
+1.49%

JAHVX Mutual Fund Performance

JAHVX performance across multiple time periods: 1-month -5.57%, YTD 7.72%, 1-year 9.73%, 3-year 23.37%, 5-year 8.60%, 10-year 13.50%.

JAHVX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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