JHEIX Mutual Fund

JHEIX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
+3.26%
3 Months
+8.11%
6 Months
+13.44%
YTD
+17.64%
1 Year
+27.61%
3 Years (annualized)
+14.92%
5 Years (annualized)
+10.60%
10 Years (annualized)
+10.74%

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)
+17.64%
Peer Avg (YTD)
+11.41%
vs Peers
+6.23%

JHEIX Mutual Fund Performance

JHEIX performance across multiple time periods: 1-month 3.26%, YTD 17.64%, 1-year 27.61%, 3-year 14.92%, 5-year 10.60%, 10-year 10.74%.

JHEIX returns outperform the peer average of 11.41% 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.