JANVX Mutual Fund

NAV$101.72

Returns Overview

1 Month
+6.54%
3 Months
+21.15%
6 Months
+17.79%
YTD
+17.81%
1 Year
+29.56%
3 Years (annualized)
+19.37%
5 Years (annualized)
+11.21%
10 Years (annualized)
+17.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.81%
Peer Avg (YTD)
+18.52%
vs Peers
-0.72%

JANVX Mutual Fund Performance

JANVX performance across multiple time periods: 1-month 6.54%, YTD 17.81%, 1-year 29.56%, 3-year 19.37%, 5-year 11.21%, 10-year 17.04%.

JANVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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