JANEX Mutual Fund

JANEX Mutual Fund

NAV$154.26
See how much of JANEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.53%
3 Months
+5.88%
6 Months
+7.72%
YTD
+7.43%
1 Year
+10.68%
3 Years (annualized)
+10.72%
5 Years (annualized)
+6.55%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANEX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.43%
Peer Avg (YTD)
+9.54%
vs Peers
-2.11%

JANEX Mutual Fund Performance

JANEX performance across multiple time periods: 1-month -1.53%, YTD 7.43%, 1-year 10.68%, 3-year 10.72%, 5-year 6.55%, 10-year 12.36%.

JANEX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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