JHEQX Mutual Fund

JHEQX Mutual Fund

NAV$35.38
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Returns Overview

1 Month
+1.68%
3 Months
+2.74%
6 Months
+0.36%
YTD
+0.90%
1 Year
+4.90%
3 Years (annualized)
+8.95%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.94%

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)
+0.90%
Peer Avg (YTD)
+6.23%
vs Peers
-5.33%

JHEQX Mutual Fund Performance

JHEQX performance across multiple time periods: 1-month 1.68%, YTD 0.90%, 1-year 4.90%, 3-year 8.95%, 5-year 6.92%, 10-year 8.94%.

JHEQX returns trail the peer average of 6.23% 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.