JANRX Mutual Fund

JANRX Mutual Fund

NAV$20.96
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Returns Overview

1 Month
-1.44%
3 Months
+0.09%
6 Months
+11.03%
YTD
+8.98%
1 Year
+11.11%
3 Years (annualized)
+18.44%
5 Years (annualized)
+10.39%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+9.29%
vs Peers
-0.31%

JANRX Mutual Fund Performance

JANRX performance across multiple time periods: 1-month -1.44%, YTD 8.98%, 1-year 11.11%, 3-year 18.44%, 5-year 10.39%, 10-year 13.12%.

JANRX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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