JENIX Mutual Fund

NAV$46.78

Returns Overview

1 Month
-0.63%
3 Months
+10.79%
6 Months
-0.65%
YTD
-0.03%
1 Year
+1.76%
3 Years (annualized)
+4.29%
5 Years (annualized)
+4.32%
10 Years (annualized)
+9.94%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+9.51%
vs Peers
-9.54%

JENIX Mutual Fund Performance

JENIX performance across multiple time periods: 1-month -0.63%, YTD -0.03%, 1-year 1.76%, 3-year 4.29%, 5-year 4.32%, 10-year 9.94%.

JENIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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