JACTX Mutual Fund

NAV$57.76

Returns Overview

1 Month
-2.54%
3 Months
+18.94%
6 Months
+4.36%
YTD
+4.19%
1 Year
+13.31%
3 Years (annualized)
+20.30%
5 Years (annualized)
+11.37%
10 Years (annualized)
+18.51%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+8.97%
vs Peers
-4.78%

JACTX Mutual Fund Performance

JACTX performance across multiple time periods: 1-month -2.54%, YTD 4.19%, 1-year 13.31%, 3-year 20.30%, 5-year 11.37%, 10-year 18.51%.

JACTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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