JOHAX Mutual Fund

JOHAX Mutual Fund

NAV$29.68
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Returns Overview

1 Month
+4.35%
3 Months
+2.39%
6 Months
-2.28%
YTD
+8.44%
1 Year
+14.85%
3 Years (annualized)
+13.00%
5 Years (annualized)
+1.94%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOHAX 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
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📉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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+8.51%
vs Peers
-0.07%

JOHAX Mutual Fund Performance

JOHAX performance across multiple time periods: 1-month 4.35%, YTD 8.44%, 1-year 14.85%, 3-year 13.00%, 5-year 1.94%, 10-year 7.00%.

JOHAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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