JHTAX Mutual Fund

JHTAX Mutual Fund

NAV$22.01
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Returns Overview

1 Month
+0.61%
3 Months
+0.08%
6 Months
+1.78%
YTD
+2.70%
1 Year
+8.63%
3 Years (annualized)
+11.33%
5 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHTAX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
-0.65%
vs Peers
+3.34%

JHTAX Mutual Fund Performance

JHTAX performance across multiple time periods: 1-month 0.61%, YTD 2.70%, 1-year 8.63%, 3-year 11.33%, 5-year 6.69%.

JHTAX returns outperform the peer average of -0.65% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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