JAKCX Mutual Fund

JAKCX Mutual Fund

NAV$28.27
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Returns Overview

1 Month
-0.79%
3 Months
+2.75%
6 Months
+5.91%
YTD
+7.81%
1 Year
+16.43%
3 Years (annualized)
+14.22%
5 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKCX 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)
+7.81%
Peer Avg (YTD)
+6.99%
vs Peers
+0.82%

JAKCX Mutual Fund Performance

JAKCX performance across multiple time periods: 1-month -0.79%, YTD 7.81%, 1-year 16.43%, 3-year 14.22%, 5-year 7.70%.

JAKCX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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