JAKQX Mutual Fund

JAKQX Mutual Fund

NAV$28.11
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Returns Overview

1 Month
+1.81%
3 Months
+1.63%
6 Months
+6.58%
YTD
+10.27%
1 Year
+16.41%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKQX 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)
+10.27%
Peer Avg (YTD)
+8.76%
vs Peers
+1.52%

JAKQX Mutual Fund Performance

JAKQX performance across multiple time periods: 1-month 1.81%, YTD 10.27%, 1-year 16.41%, 3-year 16.84%, 5-year 8.47%.

JAKQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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