JEHSX Mutual Fund

JEHSX Mutual Fund

NAV$25.48
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Returns Overview

1 Month
-1.03%
3 Months
+4.75%
6 Months
+19.87%
YTD
+12.41%
1 Year
+30.74%
3 Years (annualized)
+12.96%
5 Years (annualized)
+3.85%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEHSX 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)
+12.41%
Peer Avg (YTD)
+8.76%
vs Peers
+3.64%

JEHSX Mutual Fund Performance

JEHSX performance across multiple time periods: 1-month -1.03%, YTD 12.41%, 1-year 30.74%, 3-year 12.96%, 5-year 3.85%, 10-year 10.91%.

JEHSX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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