JHFEX Mutual Fund

NAV$11.75

Returns Overview

1 Month
-1.24%
3 Months
+5.15%
6 Months
+3.88%
YTD
+3.21%
1 Year
+11.01%
3 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHFEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+3.89%
vs Peers
-0.68%

JHFEX Mutual Fund Performance

JHFEX performance across multiple time periods: 1-month -1.24%, YTD 3.21%, 1-year 11.01%, 3-year 13.95%.

JHFEX returns trail the peer average of 3.89% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

JHFEX performance comparison shows side-by-side returns with another fund. JHFEX alternatives are available in the Mutual Fund Screener.