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Johnson Enhanced Return (JENHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.43-0.05 (-0.30%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.78%
5-year average return12.62%
Number of years up15
Number of years down3
Best 1-yr total return (15 May 2024)33.80%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return33.80%
Worst 3-yr total return4.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJENHXCategory
YTD3.76%5.31%
1-month-5.02%-4.19%
3-month2.34%3.90%
1-year18.74%20.31%
3-year4.08%6.48%
5-year10.87%11.78%
10-year11.20%10.96%
Last bull market26.92%25.56%
Last bear market-17.39%-15.11%

Annual total return (%) history

Year
JENHXCategory
2024
N/AN/A
2023
24.91%22.32%
2022
-23.56%-16.96%
2021
26.51%26.07%
2020
19.38%15.83%
2019
33.80%28.78%
2018
-6.06%-6.27%
2017
21.39%20.44%
2016
12.89%10.37%
2015
1.34%-1.07%
2014
14.42%10.96%
2013
31.31%31.50%
2012
18.44%14.96%
2011
3.16%-1.27%
2010
17.56%14.01%
2009
32.65%28.17%
2008
-37.58%-37.79%
2007
5.66%6.16%
2006
15.60%14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.24%N/AN/AN/A
20237.45%7.12%-4.16%13.24%
2022-7.51%-17.39%-6.98%7.56%
20215.41%8.52%0.43%10.12%
2020-20.32%22.50%9.04%12.16%
201914.87%4.92%1.93%8.92%
2018-1.78%3.04%7.56%-13.70%
20176.12%3.10%4.45%6.22%
20162.18%3.02%3.80%3.32%
20151.33%0.09%-6.46%6.82%
20142.37%5.61%1.14%4.64%
201310.68%1.63%5.82%10.32%
201213.21%-1.97%7.20%-0.45%
20116.13%0.79%-13.61%11.64%
20106.37%-10.60%12.54%9.84%
2009-10.10%17.80%17.29%6.79%
2008-8.74%-4.01%-9.85%-20.95%
20070.68%5.45%2.49%-2.89%
20064.20%-2.05%6.40%6.44%

Rank in category (by total return)

YTD78
1-month86
3-month83
1-year69
3-year88
5-year73

Load adjusted returns

1-year18.74%
3-year4.08%
5-year10.87%
10-year11.20%