JHERX Mutual Fund

NAV$16.13

Returns Overview

1 Month
+2.06%
3 Months
+12.81%
6 Months
+13.56%
YTD
+12.48%
1 Year
+21.70%
3 Years (annualized)
+14.43%
5 Years (annualized)
+8.98%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.48%
Peer Avg (YTD)
+9.49%
vs Peers
+2.99%

JHERX Mutual Fund Performance

JHERX performance across multiple time periods: 1-month 2.06%, YTD 12.48%, 1-year 21.70%, 3-year 14.43%, 5-year 8.98%, 10-year 9.96%.

JHERX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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