JHEIX Mutual Fund

JHEIX Mutual Fund

NAV$15.51
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Returns Overview

1 Month
+0.82%
3 Months
+6.58%
6 Months
+11.93%
YTD
+17.93%
1 Year
+23.48%
3 Years (annualized)
+36.89%
5 Years (annualized)
+25.81%
10 Years (annualized)
+22.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.93%
Peer Avg (YTD)
+12.44%
vs Peers
+5.49%

JHEIX Mutual Fund Performance

JHEIX performance across multiple time periods: 1-month 0.82%, YTD 17.93%, 1-year 23.48%, 3-year 36.89%, 5-year 25.81%, 10-year 22.29%.

JHEIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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