JPHAX Mutual Fund

NAV$7.78

Returns Overview

1 Month
+0.01%
3 Months
+1.89%
6 Months
+1.70%
YTD
+1.70%
1 Year
+3.11%
3 Years (annualized)
+5.07%
5 Years (annualized)
+3.82%
10 Years (annualized)
+3.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPHAX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+3.23%
vs Peers
-1.53%

JPHAX Mutual Fund Performance

JPHAX performance across multiple time periods: 1-month 0.01%, YTD 1.70%, 1-year 3.11%, 3-year 5.07%, 5-year 3.82%, 10-year 3.69%.

JPHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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