JHSOX Mutual Fund

JHSOX Mutual Fund

NAV$20.24
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Returns Overview

1 Month
+0.28%
3 Months
+9.06%
6 Months
-7.63%
YTD
-3.24%
1 Year
+0.73%
3 Years (annualized)
+9.01%
5 Years (annualized)
+11.78%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHSOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-3.24%
Peer Avg (YTD)
-0.91%
vs Peers
-2.33%

JHSOX Mutual Fund Performance

JHSOX performance across multiple time periods: 1-month 0.28%, YTD -3.24%, 1-year 0.73%, 3-year 9.01%, 5-year 11.78%, 10-year 9.23%.

JHSOX returns trail the peer average of -0.91% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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