JHBIX Mutual Fund

JHBIX Mutual Fund

NAV$12.91
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Returns Overview

1 Month
+2.30%
3 Months
-0.36%
6 Months
-1.08%
YTD
-0.73%
1 Year
-0.35%
3 Years (annualized)
+6.11%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHBIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
+2.28%
vs Peers
-3.01%

JHBIX Mutual Fund Performance

JHBIX performance across multiple time periods: 1-month 2.30%, YTD -0.73%, 1-year -0.35%, 3-year 6.11%, 5-year -0.05%, 10-year 1.99%.

JHBIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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