JANFX Mutual Fund

JANFX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+2.24%
3 Months
-0.27%
6 Months
-0.99%
YTD
-0.75%
1 Year
-0.31%
3 Years (annualized)
+5.96%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+0.72%
vs Peers
-1.47%

JANFX Mutual Fund Performance

JANFX performance across multiple time periods: 1-month 2.24%, YTD -0.75%, 1-year -0.31%, 3-year 5.96%, 5-year -0.14%, 10-year 1.77%.

JANFX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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