JAENX Mutual Fund

JAENX Mutual Fund

NAV$150.22
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Returns Overview

1 Month
+3.03%
3 Months
-2.12%
6 Months
+3.59%
YTD
+5.08%
1 Year
+7.10%
3 Years (annualized)
+15.44%
5 Years (annualized)
+5.56%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAENX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+8.01%
vs Peers
-2.93%

JAENX Mutual Fund Performance

JAENX performance across multiple time periods: 1-month 3.03%, YTD 5.08%, 1-year 7.10%, 3-year 15.44%, 5-year 5.56%, 10-year 12.30%.

JAENX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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