JPHSX Mutual Fund

JPHSX Mutual Fund

NAV$7.75
See how much of JPHSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.39%
3 Months
+1.11%
6 Months
+3.67%
YTD
+2.93%
1 Year
+3.86%
3 Years (annualized)
+4.95%
5 Years (annualized)
+4.24%
10 Years (annualized)
+3.81%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+2.15%
vs Peers
+0.77%

JPHSX Mutual Fund Performance

JPHSX performance across multiple time periods: 1-month 0.39%, YTD 2.93%, 1-year 3.86%, 3-year 4.95%, 5-year 4.24%, 10-year 3.81%.

JPHSX returns outperform the peer average of 2.15% 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.