JHTAX Mutual Fund

JHTAX Mutual Fund

NAV$22.07
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Returns Overview

1 Month
-0.43%
3 Months
+1.99%
6 Months
+7.35%
YTD
+4.11%
1 Year
+7.07%
3 Years (annualized)
+11.61%
5 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHTAX 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
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📉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)
+4.11%
Peer Avg (YTD)
+7.57%
vs Peers
-3.46%

JHTAX Mutual Fund Performance

JHTAX performance across multiple time periods: 1-month -0.43%, YTD 4.11%, 1-year 7.07%, 3-year 11.61%, 5-year 6.93%.

JHTAX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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