JENRX Mutual Fund

NAV$46.04

Returns Overview

1 Month
-0.72%
3 Months
+10.47%
6 Months
-1.15%
YTD
-0.51%
1 Year
+0.82%
3 Years (annualized)
+3.43%
5 Years (annualized)
+3.52%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JENRX 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)
-0.51%
Peer Avg (YTD)
+9.51%
vs Peers
-10.02%

JENRX Mutual Fund Performance

JENRX performance across multiple time periods: 1-month -0.72%, YTD -0.51%, 1-year 0.82%, 3-year 3.43%, 5-year 3.52%, 10-year 9.92%.

JENRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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