JHARX Mutual Fund

JHARX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+1.24%
3 Months
-0.47%
6 Months
+2.32%
YTD
+1.53%
1 Year
+0.95%
3 Years (annualized)
+4.33%
5 Years (annualized)
+2.37%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHARX 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
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+3.99%
vs Peers
-2.45%

JHARX Mutual Fund Performance

JHARX performance across multiple time periods: 1-month 1.24%, YTD 1.53%, 1-year 0.95%, 3-year 4.33%, 5-year 2.37%, 10-year 2.80%.

JHARX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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