JOHIX Mutual Fund

JOHIX Mutual Fund

NAV$29.02
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Returns Overview

1 Month
-2.47%
3 Months
+0.65%
6 Months
+7.06%
YTD
+5.91%
1 Year
+8.68%
3 Years (annualized)
+13.25%
5 Years (annualized)
+2.17%
10 Years (annualized)
+7.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOHIX 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
Morgan Stanley Capital International Europe Australasia Far East (EAFE) Index
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+8.68%
vs Peers
-2.77%

JOHIX Mutual Fund Performance

JOHIX performance across multiple time periods: 1-month -2.47%, YTD 5.91%, 1-year 8.68%, 3-year 13.25%, 5-year 2.17%, 10-year 7.26%.

JOHIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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