JAKTX Mutual Fund

NAV$18.13
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-2.72%
3 Months
+3.18%
6 Months
+8.96%
YTD
+8.68%
1 Year
+17.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+3.78%
vs Peers
+4.91%

JAKTX Mutual Fund Performance

JAKTX performance across multiple time periods: 1-month -2.72%, YTD 8.68%, 1-year 17.15%.

JAKTX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.66%, investors should weigh costs against performance when evaluating this mutual fund.

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