JAHZX Mutual Fund

JAHZX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-2.69%
3 Months
-2.78%
6 Months
+7.31%
YTD
+4.22%
1 Year
+7.36%
3 Years (annualized)
+8.69%
5 Years (annualized)
+7.57%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAHZX 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)
+4.22%
Peer Avg (YTD)
+4.96%
vs Peers
-0.74%

JAHZX Mutual Fund Performance

JAHZX performance across multiple time periods: 1-month -2.69%, YTD 4.22%, 1-year 7.36%, 3-year 8.69%, 5-year 7.57%, 10-year 9.25%.

JAHZX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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