JHTAX Mutual Fund

NAV$22.07

Returns Overview

1 Month
-1.17%
3 Months
+5.25%
6 Months
+2.18%
YTD
+2.08%
1 Year
+9.41%
3 Years (annualized)
+11.53%
5 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JHTAX 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)
+2.08%
Peer Avg (YTD)
+12.13%
vs Peers
-10.05%

JHTAX Mutual Fund Performance

JHTAX performance across multiple time periods: 1-month -1.17%, YTD 2.08%, 1-year 9.41%, 3-year 11.53%, 5-year 6.79%.

JHTAX returns trail the peer average of 12.13% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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