JANEX Mutual Fund

JANEX Mutual Fund

NAV$152.61
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Returns Overview

1 Month
+4.76%
3 Months
-0.46%
6 Months
+5.39%
YTD
+6.94%
1 Year
+9.02%
3 Years (annualized)
+16.21%
5 Years (annualized)
+6.03%
10 Years (annualized)
+12.60%

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
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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)
+6.94%
Peer Avg (YTD)
+8.01%
vs Peers
-1.07%

JANEX Mutual Fund Performance

JANEX performance across multiple time periods: 1-month 4.76%, YTD 6.94%, 1-year 9.02%, 3-year 16.21%, 5-year 6.03%, 10-year 12.60%.

JANEX returns trail the peer average of 8.01% 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.