JOHIX Mutual Fund

NAV$30.24

Returns Overview

1 Month
-0.74%
3 Months
+6.37%
6 Months
+5.72%
YTD
+5.23%
1 Year
+15.42%
3 Years (annualized)
+11.43%
5 Years (annualized)
+2.20%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOHIX 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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+8.97%
vs Peers
-3.74%

JOHIX Mutual Fund Performance

JOHIX performance across multiple time periods: 1-month -0.74%, YTD 5.23%, 1-year 15.42%, 3-year 11.43%, 5-year 2.20%, 10-year 7.36%.

JOHIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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