JHARX Mutual Fund

NAV$10.57

Returns Overview

1 Month
-1.40%
3 Months
+2.13%
6 Months
+0.38%
YTD
+1.34%
1 Year
+4.38%
3 Years (annualized)
+4.16%
5 Years (annualized)
+2.75%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHARX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate USD hedged Index(^BBGGAUSDHDI)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+3.47%
vs Peers
-2.13%

JHARX Mutual Fund Performance

JHARX performance across multiple time periods: 1-month -1.40%, YTD 1.34%, 1-year 4.38%, 3-year 4.16%, 5-year 2.75%, 10-year 2.97%.

JHARX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

JHARX performance comparison shows side-by-side returns with another fund. JHARX alternatives are available in the Mutual Fund Screener.