JHEQX Mutual Fund

JHEQX Mutual Fund

NAV$35.59
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Returns Overview

1 Month
+1.16%
3 Months
+0.89%
6 Months
-1.47%
YTD
-0.77%
1 Year
+4.75%
3 Years (annualized)
+8.23%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHEQX 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)
-0.77%
Peer Avg (YTD)
+4.85%
vs Peers
-5.62%

JHEQX Mutual Fund Performance

JHEQX performance across multiple time periods: 1-month 1.16%, YTD -0.77%, 1-year 4.75%, 3-year 8.23%, 5-year 6.78%, 10-year 8.82%.

JHEQX returns trail the peer average of 4.85% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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