JAKRX Mutual Fund

NAV$18.23

Returns Overview

1 Month
-2.65%
3 Months
+3.41%
6 Months
+9.38%
YTD
+9.11%
1 Year
+17.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+3.78%
vs Peers
+5.34%

JAKRX Mutual Fund Performance

JAKRX performance across multiple time periods: 1-month -2.65%, YTD 9.11%, 1-year 17.99%.

JAKRX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

JAKRX performance comparison shows side-by-side returns with another fund. JAKRX alternatives are available in the Mutual Fund Screener.