JPHSX Mutual Fund

JPHSX Mutual Fund

NAV$7.82
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Returns Overview

1 Month
+0.69%
3 Months
+1.34%
6 Months
+2.76%
YTD
+2.53%
1 Year
+3.58%
3 Years (annualized)
+5.13%
5 Years (annualized)
+4.22%
10 Years (annualized)
+3.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPHSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+0.12%
vs Peers
+2.41%

JPHSX Mutual Fund Performance

JPHSX performance across multiple time periods: 1-month 0.69%, YTD 2.53%, 1-year 3.58%, 3-year 5.13%, 5-year 4.22%, 10-year 3.85%.

JPHSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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