JAKIX Mutual Fund

JAKIX Mutual Fund

NAV$28.23
See how much of JAKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.84%
3 Months
+1.66%
6 Months
+6.63%
YTD
+10.35%
1 Year
+16.56%
3 Years (annualized)
+17.01%
5 Years (annualized)
+8.63%

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
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)
+10.35%
Peer Avg (YTD)
+8.76%
vs Peers
+1.60%

JAKIX Mutual Fund Performance

JAKIX performance across multiple time periods: 1-month 1.84%, YTD 10.35%, 1-year 16.56%, 3-year 17.01%, 5-year 8.63%.

JAKIX returns outperform the peer average of 8.76% 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.