JENRX Mutual Fund

JENRX Mutual Fund

NAV$45.07
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Returns Overview

1 Month
-3.34%
3 Months
+2.10%
6 Months
+12.80%
YTD
+1.58%
1 Year
+28.29%
3 Years (annualized)
+23.23%
5 Years (annualized)
+15.37%
10 Years (annualized)
+18.16%

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
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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)
+1.58%
Peer Avg (YTD)
+9.98%
vs Peers
-8.40%

JENRX Mutual Fund Performance

JENRX performance across multiple time periods: 1-month -3.34%, YTD 1.58%, 1-year 28.29%, 3-year 23.23%, 5-year 15.37%, 10-year 18.16%.

JENRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.54%, 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.