JAKAX Mutual Fund

JAKAX Mutual Fund

NAV$28.73
See how much of JAKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
+2.93%
6 Months
+6.23%
YTD
+8.20%
1 Year
+17.13%
3 Years (annualized)
+14.85%
5 Years (annualized)
+8.32%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+6.99%
vs Peers
+1.20%

JAKAX Mutual Fund Performance

JAKAX performance across multiple time periods: 1-month -0.74%, YTD 8.20%, 1-year 17.13%, 3-year 14.85%, 5-year 8.32%.

JAKAX returns outperform the peer average of 6.99% 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.