JAANX Mutual Fund

JAANX Mutual Fund

NAV$10.86
See how much of JAANX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-5.50%
6 Months
-0.09%
YTD
+6.57%
1 Year
+10.47%
3 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAANX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JH Multi-Index 2065 Preservation Custom Index
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+2.30%
vs Peers
+4.27%

JAANX Mutual Fund Performance

JAANX performance across multiple time periods: YTD 6.57%, 1-year 10.47%, 3-year 4.35%.

JAANX returns outperform the peer average of 2.30% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

JAANX vs another fund shows side-by-side returns. JAANX alternatives are available in the Mutual Fund Screener.