JANIX Mutual Fund

JANIX Mutual Fund

NAV$28.31
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Returns Overview

1 Month
-5.89%
3 Months
-8.92%
6 Months
+8.65%
YTD
+6.56%
1 Year
+12.24%
3 Years (annualized)
+12.87%
5 Years (annualized)
+3.88%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANIX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+10.34%
vs Peers
-3.78%

JANIX Mutual Fund Performance

JANIX performance across multiple time periods: 1-month -5.89%, YTD 6.56%, 1-year 12.24%, 3-year 12.87%, 5-year 3.88%, 10-year 9.97%.

JANIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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