JOHIX Mutual Fund

JOHIX Mutual Fund

NAV$29.82
See how much of JOHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.37%
3 Months
+2.43%
6 Months
-2.16%
YTD
+8.59%
1 Year
+15.08%
3 Years (annualized)
+13.25%
5 Years (annualized)
+2.17%
10 Years (annualized)
+7.26%

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

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)
+8.59%
Peer Avg (YTD)
+8.51%
vs Peers
+0.08%

JOHIX Mutual Fund Performance

JOHIX performance across multiple time periods: 1-month 4.37%, YTD 8.59%, 1-year 15.08%, 3-year 13.25%, 5-year 2.17%, 10-year 7.26%.

JOHIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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