JANEX Mutual Fund

NAV$155.56

Returns Overview

1 Month
+2.62%
3 Months
+16.21%
6 Months
+9.28%
YTD
+9.10%
1 Year
+13.99%
3 Years (annualized)
+14.97%
5 Years (annualized)
+11.03%
10 Years (annualized)
+14.88%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+10.82%
vs Peers
-1.72%

JANEX Mutual Fund Performance

JANEX performance across multiple time periods: 1-month 2.62%, YTD 9.10%, 1-year 13.99%, 3-year 14.97%, 5-year 11.03%, 10-year 14.88%.

JANEX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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