JHEQX Mutual Fund

NAV$34.75

Returns Overview

1 Month
+0.32%
3 Months
+0.12%
6 Months
-2.63%
YTD
-1.78%
1 Year
+5.22%
3 Years (annualized)
+8.56%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHEQX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
+3.78%
vs Peers
-5.56%

JHEQX Mutual Fund Performance

JHEQX performance across multiple time periods: 1-month 0.32%, YTD -1.78%, 1-year 5.22%, 3-year 8.56%, 5-year 6.78%, 10-year 8.88%.

JHEQX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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