JAKTX Mutual Fund

JAKTX Mutual Fund

NAV$18.56
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Returns Overview

1 Month
+2.05%
3 Months
+2.17%
6 Months
+4.60%
YTD
+14.14%
1 Year
+22.12%
3 Years (annualized)
+15.14%
5 Years (annualized)
+13.33%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKTX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+6.23%
vs Peers
+7.92%

JAKTX Mutual Fund Performance

JAKTX performance across multiple time periods: 1-month 2.05%, YTD 14.14%, 1-year 22.12%, 3-year 15.14%, 5-year 13.33%, 10-year 7.56%.

JAKTX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.66%, investors should weigh costs against performance when evaluating this mutual fund.

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