JHEQX Mutual Fund

JHEQX Mutual Fund

NAV$35.74
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Returns Overview

1 Month
-0.52%
3 Months
+2.32%
6 Months
+5.65%
YTD
+0.37%
1 Year
+2.94%
3 Years (annualized)
+8.95%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHEQX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+5.11%
vs Peers
-4.74%

JHEQX Mutual Fund Performance

JHEQX performance across multiple time periods: 1-month -0.52%, YTD 0.37%, 1-year 2.94%, 3-year 8.95%, 5-year 6.92%, 10-year 8.94%.

JHEQX returns trail the peer average of 5.11% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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