JHDRX Mutual Fund

JHDRX Mutual Fund

NAV$21.69
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Returns Overview

1 Month
+1.95%
3 Months
+3.30%
6 Months
+7.03%
YTD
+7.94%
1 Year
+13.53%
3 Years (annualized)
+11.45%
5 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHDRX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+2.39%
vs Peers
+5.56%

JHDRX Mutual Fund Performance

JHDRX performance across multiple time periods: 1-month 1.95%, YTD 7.94%, 1-year 13.53%, 3-year 11.45%, 5-year 7.98%.

JHDRX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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