JENRX Mutual Fund

JENRX Mutual Fund

NAV$45.56
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Returns Overview

1 Month
+3.55%
3 Months
+5.82%
6 Months
+3.57%
YTD
+3.02%
1 Year
+4.38%
3 Years (annualized)
+6.39%
5 Years (annualized)
+4.59%
10 Years (annualized)
+10.01%

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
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📉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)
+3.02%
Peer Avg (YTD)
+9.41%
vs Peers
-6.39%

JENRX Mutual Fund Performance

JENRX performance across multiple time periods: 1-month 3.55%, YTD 3.02%, 1-year 4.38%, 3-year 6.39%, 5-year 4.59%, 10-year 10.01%.

JENRX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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