JHDAX Mutual Fund

JHDAX Mutual Fund

NAV$21.85
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Returns Overview

1 Month
+1.31%
3 Months
+2.94%
6 Months
+8.50%
YTD
+9.04%
1 Year
+12.86%
3 Years (annualized)
+11.69%
5 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHDAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+4.75%
vs Peers
+4.30%

JHDAX Mutual Fund Performance

JHDAX performance across multiple time periods: 1-month 1.31%, YTD 9.04%, 1-year 12.86%, 3-year 11.69%, 5-year 7.47%.

JHDAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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