JHJAX Mutual Fund

JHJAX Mutual Fund

NAV$12.73
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Returns Overview

1 Month
+3.13%
3 Months
+2.62%
6 Months
+8.06%
YTD
+2.94%
1 Year
+10.81%
3 Years (annualized)
+14.78%
5 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHJAX 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)
+2.94%
Peer Avg (YTD)
+1.87%
vs Peers
+1.07%

JHJAX Mutual Fund Performance

JHJAX performance across multiple time periods: 1-month 3.13%, YTD 2.94%, 1-year 10.81%, 3-year 14.78%, 5-year 11.04%.

JHJAX returns outperform the peer average of 1.87% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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