JHFEX Mutual Fund

JHFEX Mutual Fund

NAV$11.55
See how much of JHFEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.38%
3 Months
+0.80%
6 Months
+5.99%
YTD
+4.04%
1 Year
+7.26%
3 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHFEX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+6.10%
vs Peers
-2.06%

JHFEX Mutual Fund Performance

JHFEX performance across multiple time periods: 1-month -5.38%, YTD 4.04%, 1-year 7.26%, 3-year 14.09%.

JHFEX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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