JSHAX Mutual Fund

NAV$2.87

Returns Overview

1 Month
+0.34%
3 Months
+1.35%
6 Months
+1.37%
YTD
+1.37%
1 Year
+4.00%
3 Years (annualized)
+5.62%
5 Years (annualized)
+2.29%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSHAX 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
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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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.37%
Peer Avg (YTD)
+3.23%
vs Peers
-1.86%

JSHAX Mutual Fund Performance

JSHAX performance across multiple time periods: 1-month 0.34%, YTD 1.37%, 1-year 4.00%, 3-year 5.62%, 5-year 2.29%, 10-year 2.83%.

JSHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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