JANVX Mutual Fund

JANVX Mutual Fund

NAV$99.33
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Returns Overview

1 Month
-3.57%
3 Months
+5.46%
6 Months
+11.43%
YTD
+13.60%
1 Year
+21.73%
3 Years (annualized)
+12.39%
5 Years (annualized)
+4.48%
10 Years (annualized)
+10.43%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+15.31%
vs Peers
-1.71%

JANVX Mutual Fund Performance

JANVX performance across multiple time periods: 1-month -3.57%, YTD 13.60%, 1-year 21.73%, 3-year 12.39%, 5-year 4.48%, 10-year 10.43%.

JANVX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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