JACTX Mutual Fund

JACTX Mutual Fund

NAV$57.30
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Returns Overview

1 Month
-2.18%
3 Months
+2.22%
6 Months
+4.96%
YTD
+1.92%
1 Year
+6.23%
3 Years (annualized)
+17.82%
5 Years (annualized)
+7.99%
10 Years (annualized)
+15.72%

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)
+1.92%
Peer Avg (YTD)
+6.23%
vs Peers
-4.31%

JACTX Mutual Fund Performance

JACTX performance across multiple time periods: 1-month -2.18%, YTD 1.92%, 1-year 6.23%, 3-year 17.82%, 5-year 7.99%, 10-year 15.72%.

JACTX returns trail the peer average of 6.23% 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.