JPHRX Mutual Fund

JPHRX Mutual Fund

NAV$7.79
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Returns Overview

1 Month
+0.04%
3 Months
+1.98%
6 Months
+1.88%
YTD
+1.88%
1 Year
+3.60%
3 Years (annualized)
+5.48%
5 Years (annualized)
+4.20%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPHRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+3.23%
vs Peers
-1.35%

JPHRX Mutual Fund Performance

JPHRX performance across multiple time periods: 1-month 0.04%, YTD 1.88%, 1-year 3.60%, 3-year 5.48%, 5-year 4.20%, 10-year 4.04%.

JPHRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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