JAKQX Mutual Fund

JAKQX Mutual Fund

NAV$28.79
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Returns Overview

1 Month
-0.71%
3 Months
+3.00%
6 Months
+6.31%
YTD
+8.31%
1 Year
+17.35%
3 Years (annualized)
+15.08%
5 Years (annualized)
+8.51%

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)
+8.31%
Peer Avg (YTD)
+6.99%
vs Peers
+1.32%

JAKQX Mutual Fund Performance

JAKQX performance across multiple time periods: 1-month -0.71%, YTD 8.31%, 1-year 17.35%, 3-year 15.08%, 5-year 8.51%.

JAKQX returns outperform the peer average of 6.99% 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.