JHERX Mutual Fund

JHERX Mutual Fund

NAV$16.01
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Returns Overview

1 Month
+3.18%
3 Months
+7.88%
6 Months
+13.01%
YTD
+17.16%
1 Year
+26.74%
3 Years (annualized)
+14.12%
5 Years (annualized)
+9.83%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHERX 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)
+17.16%
Peer Avg (YTD)
+11.41%
vs Peers
+5.75%

JHERX Mutual Fund Performance

JHERX performance across multiple time periods: 1-month 3.18%, YTD 17.16%, 1-year 26.74%, 3-year 14.12%, 5-year 9.83%, 10-year 9.95%.

JHERX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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