JHDRX Mutual Fund

JHDRX Mutual Fund

NAV$21.91
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Returns Overview

1 Month
-0.17%
3 Months
+3.16%
6 Months
+12.55%
YTD
+9.22%
1 Year
+11.42%
3 Years (annualized)
+12.26%
5 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHDRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+9.22%
Peer Avg (YTD)
+5.40%
vs Peers
+3.82%

JHDRX Mutual Fund Performance

JHDRX performance across multiple time periods: 1-month -0.17%, YTD 9.22%, 1-year 11.42%, 3-year 12.26%, 5-year 8.00%.

JHDRX returns outperform the peer average of 5.40% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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