JANWX Mutual Fund

NAV$136.65

Returns Overview

1 Month
+1.05%
3 Months
+15.52%
6 Months
+9.56%
YTD
+8.97%
1 Year
+18.03%
3 Years (annualized)
+21.06%
5 Years (annualized)
+11.79%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANWX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+8.97%
vs Peers
-0.00%

JANWX Mutual Fund Performance

JANWX performance across multiple time periods: 1-month 1.05%, YTD 8.97%, 1-year 18.03%, 3-year 21.06%, 5-year 11.79%, 10-year 14.12%.

JANWX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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