JAKAX Mutual Fund

JAKAX Mutual Fund

NAV$28.30
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Returns Overview

1 Month
+1.78%
3 Months
+1.56%
6 Months
+6.43%
YTD
+10.12%
1 Year
+16.19%
3 Years (annualized)
+16.60%
5 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKAX 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
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📉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 Target Date 2060+ Index
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+8.76%
vs Peers
+1.36%

JAKAX Mutual Fund Performance

JAKAX performance across multiple time periods: 1-month 1.78%, YTD 10.12%, 1-year 16.19%, 3-year 16.60%, 5-year 8.26%.

JAKAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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