JHDRX Mutual Fund

NAV$21.72

Returns Overview

1 Month
-0.26%
3 Months
+9.10%
6 Months
+5.98%
YTD
+5.87%
1 Year
+12.12%
3 Years (annualized)
+11.07%
5 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHDRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+5.87%
Peer Avg (YTD)
+3.47%
vs Peers
+2.40%

JHDRX Mutual Fund Performance

JHDRX performance across multiple time periods: 1-month -0.26%, YTD 5.87%, 1-year 12.12%, 3-year 11.07%, 5-year 7.86%.

JHDRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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