JHCPX Mutual Fund

JHCPX Mutual Fund

NAV$4.80

Returns Overview

1 Month
+5.75%
3 Months
+19.48%
6 Months
+7.88%
YTD
+7.74%
1 Year
+16.40%
3 Years (annualized)
+32.56%
5 Years (annualized)
+27.47%
10 Years (annualized)
+22.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHCPX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+8.44%
vs Peers
-0.70%

JHCPX Mutual Fund Performance

JHCPX performance across multiple time periods: 1-month 5.75%, YTD 7.74%, 1-year 16.40%, 3-year 32.56%, 5-year 27.47%, 10-year 22.05%.

JHCPX returns trail the peer average of 8.44% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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