JDHCX Mutual Fund

NAV$7.44

Returns Overview

1 Month
+0.55%
3 Months
+3.40%
6 Months
+2.85%
YTD
+2.72%
1 Year
+7.06%
3 Years (annualized)
+8.07%
5 Years (annualized)
+2.43%
10 Years (annualized)
+4.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDHCX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+3.23%
vs Peers
-0.51%

JDHCX Mutual Fund Performance

JDHCX performance across multiple time periods: 1-month 0.55%, YTD 2.72%, 1-year 7.06%, 3-year 8.07%, 5-year 2.43%, 10-year 4.14%.

JDHCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

JDHCX performance comparison shows side-by-side returns with another fund. JDHCX alternatives are available in the Mutual Fund Screener.