JIHRX Mutual Fund

NAV$18.26

Returns Overview

1 Month
+1.16%
3 Months
+5.59%
6 Months
+14.07%
YTD
+14.14%
1 Year
+12.95%
3 Years (annualized)
+11.21%
5 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIHRX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+2.07%
vs Peers
+12.08%

JIHRX Mutual Fund Performance

JIHRX performance across multiple time periods: 1-month 1.16%, YTD 14.14%, 1-year 12.95%, 3-year 11.21%, 5-year 8.09%.

JIHRX returns outperform the peer average of 2.07% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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