JOHAX Mutual Fund

NAV$30.35
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Returns Overview

1 Month
-0.77%
3 Months
+6.31%
6 Months
+5.58%
YTD
+5.09%
1 Year
+15.15%
3 Years (annualized)
+11.18%
5 Years (annualized)
+1.96%
10 Years (annualized)
+7.10%

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

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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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+8.97%
vs Peers
-3.88%

JOHAX Mutual Fund Performance

JOHAX performance across multiple time periods: 1-month -0.77%, YTD 5.09%, 1-year 15.15%, 3-year 11.18%, 5-year 1.96%, 10-year 7.10%.

JOHAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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