JAHWX Mutual Fund

JAHWX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
-1.30%
3 Months
-5.51%
6 Months
+19.14%
YTD
+13.70%
1 Year
+18.27%
3 Years (annualized)
+17.92%
5 Years (annualized)
+8.14%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHWX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.70%
Peer Avg (YTD)
+8.70%
vs Peers
+5.00%

JAHWX Mutual Fund Performance

JAHWX performance across multiple time periods: 1-month -1.30%, YTD 13.70%, 1-year 18.27%, 3-year 17.92%, 5-year 8.14%, 10-year 13.03%.

JAHWX returns outperform the peer average of 8.70% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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