JHERX Mutual Fund

JHERX Mutual Fund

NAV$15.67
See how much of JHERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+6.19%
6 Months
+11.19%
YTD
+18.05%
1 Year
+22.63%
3 Years (annualized)
+35.03%
5 Years (annualized)
+24.08%
10 Years (annualized)
+20.59%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+12.44%
vs Peers
+5.61%

JHERX Mutual Fund Performance

JHERX performance across multiple time periods: 1-month 0.75%, YTD 18.05%, 1-year 22.63%, 3-year 35.03%, 5-year 24.08%, 10-year 20.59%.

JHERX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.84%, 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.