JANWX Mutual Fund

JANWX Mutual Fund

NAV$130.82
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Returns Overview

1 Month
-2.41%
3 Months
-1.60%
6 Months
+5.25%
YTD
+7.64%
1 Year
+8.47%
3 Years (annualized)
+23.29%
5 Years (annualized)
+10.68%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANWX 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)
+7.64%
Peer Avg (YTD)
+4.64%
vs Peers
+2.99%

JANWX Mutual Fund Performance

JANWX performance across multiple time periods: 1-month -2.41%, YTD 7.64%, 1-year 8.47%, 3-year 23.29%, 5-year 10.68%, 10-year 13.85%.

JANWX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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