JHSEX Mutual Fund

JHSEX Mutual Fund

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Returns Overview

1 Month
-2.00%
3 Months
-1.91%
6 Months
-0.24%
YTD
-0.52%
1 Year
+0.46%
3 Years (annualized)
+5.38%
5 Years (annualized)
+1.20%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHSEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.52%
Peer Avg (YTD)
+0.50%
vs Peers
-1.02%

JHSEX Mutual Fund Performance

JHSEX performance across multiple time periods: 1-month -2.00%, YTD -0.52%, 1-year 0.46%, 3-year 5.38%, 5-year 1.20%, 10-year 1.73%.

JHSEX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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