JAENX Mutual Fund

JAENX Mutual Fund

NAV$145.53
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Returns Overview

1 Month
-5.76%
3 Months
-6.46%
6 Months
+8.67%
YTD
+1.99%
1 Year
+3.92%
3 Years (annualized)
+12.05%
5 Years (annualized)
+6.38%
10 Years (annualized)
+12.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAENX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+6.72%
vs Peers
-4.73%

JAENX Mutual Fund Performance

JAENX performance across multiple time periods: 1-month -5.76%, YTD 1.99%, 1-year 3.92%, 3-year 12.05%, 5-year 6.38%, 10-year 12.23%.

JAENX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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