JHOXX Mutual Fund

JHOXX Mutual Fund

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Returns Overview

3 Months
+0.58%
6 Months
+1.44%
YTD
+2.29%
1 Year
+3.24%
3 Years (annualized)
+3.47%
5 Years (annualized)
+2.53%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHOXX 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

This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+2.35%
vs Peers
-0.06%

JHOXX Mutual Fund Performance

JHOXX performance across multiple time periods: YTD 2.29%, 1-year 3.24%, 3-year 3.47%, 5-year 2.53%, 10-year 1.60%.

JHOXX returns trail the peer average of 2.35% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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