JAHGX Mutual Fund

JAHGX Mutual Fund

NAV$22.37
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Returns Overview

1 Month
+0.64%
3 Months
+0.78%
6 Months
+17.84%
YTD
+7.34%
1 Year
+9.28%
3 Years (annualized)
+19.97%
5 Years (annualized)
+10.95%
10 Years (annualized)
+17.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+8.68%
vs Peers
-1.34%

JAHGX Mutual Fund Performance

JAHGX performance across multiple time periods: 1-month 0.64%, YTD 7.34%, 1-year 9.28%, 3-year 19.97%, 5-year 10.95%, 10-year 17.56%.

JAHGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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