JACTX Mutual Fund

JACTX Mutual Fund

NAV$59.62
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Returns Overview

1 Month
+3.35%
3 Months
-1.47%
6 Months
+14.43%
YTD
+5.33%
1 Year
+10.58%
3 Years (annualized)
+19.80%
5 Years (annualized)
+8.12%
10 Years (annualized)
+16.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACTX 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)
+5.33%
Peer Avg (YTD)
+8.51%
vs Peers
-3.18%

JACTX Mutual Fund Performance

JACTX performance across multiple time periods: 1-month 3.35%, YTD 5.33%, 1-year 10.58%, 3-year 19.80%, 5-year 8.12%, 10-year 16.19%.

JACTX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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