JAKIX Mutual Fund

JAKIX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
-0.70%
3 Months
+3.03%
6 Months
+6.36%
YTD
+8.36%
1 Year
+17.50%
3 Years (annualized)
+15.24%
5 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKIX 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 Target Date 2060+ Index
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+6.99%
vs Peers
+1.37%

JAKIX Mutual Fund Performance

JAKIX performance across multiple time periods: 1-month -0.70%, YTD 8.36%, 1-year 17.50%, 3-year 15.24%, 5-year 8.67%.

JAKIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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