JHSMX Mutual Fund

JHSMX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+4.56%
3 Months
+16.03%
6 Months
+20.63%
YTD
+20.75%
1 Year
+20.82%
3 Years (annualized)
+13.96%
5 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHSMX 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
MSCI World exUSA Small Cap Index
This Mutual Fund (YTD)
+20.75%
Peer Avg (YTD)
+7.95%
vs Peers
+12.80%

JHSMX Mutual Fund Performance

JHSMX performance across multiple time periods: 1-month 4.56%, YTD 20.75%, 1-year 20.82%, 3-year 13.96%, 5-year 11.25%.

JHSMX returns outperform the peer average of 7.95% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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