JENIX Mutual Fund

JENIX Mutual Fund

NAV$45.86
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Returns Overview

1 Month
-3.27%
3 Months
+2.34%
6 Months
+13.38%
YTD
+2.30%
1 Year
+1.13%
3 Years (annualized)
+8.38%
5 Years (annualized)
+5.36%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JENIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+9.98%
vs Peers
-7.68%

JENIX Mutual Fund Performance

JENIX performance across multiple time periods: 1-month -3.27%, YTD 2.30%, 1-year 1.13%, 3-year 8.38%, 5-year 5.36%, 10-year 10.76%.

JENIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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