JAKPX Mutual Fund

JAKPX Mutual Fund

NAV$28.67
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Returns Overview

1 Month
-0.74%
3 Months
+2.89%
6 Months
+6.15%
YTD
+8.11%
1 Year
+17.02%
3 Years (annualized)
+14.77%
5 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKPX 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)
+8.11%
Peer Avg (YTD)
+6.99%
vs Peers
+1.12%

JAKPX Mutual Fund Performance

JAKPX performance across multiple time periods: 1-month -0.74%, YTD 8.11%, 1-year 17.02%, 3-year 14.77%, 5-year 8.23%.

JAKPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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