JOHAX Mutual Fund

JOHAX Mutual Fund

NAV$28.49
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Returns Overview

1 Month
-3.67%
3 Months
-1.99%
6 Months
-4.67%
YTD
+1.85%
1 Year
+4.50%
3 Years (annualized)
+14.18%
5 Years (annualized)
+0.75%
10 Years (annualized)
+6.35%

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
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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+1.85%
Peer Avg (YTD)
+5.23%
vs Peers
-3.38%

JOHAX Mutual Fund Performance

JOHAX performance across multiple time periods: 1-month -3.67%, YTD 1.85%, 1-year 4.50%, 3-year 14.18%, 5-year 0.75%, 10-year 6.35%.

JOHAX returns trail the peer average of 5.23% 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.