JAKUX Mutual Fund

JAKUX Mutual Fund

NAV$18.98
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Returns Overview

1 Month
+3.00%
3 Months
+0.98%
6 Months
+6.97%
YTD
+12.48%
1 Year
+22.16%
3 Years (annualized)
+16.30%
5 Years (annualized)
+14.47%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKUX 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)
+12.48%
Peer Avg (YTD)
+4.85%
vs Peers
+7.63%

JAKUX Mutual Fund Performance

JAKUX performance across multiple time periods: 1-month 3.00%, YTD 12.48%, 1-year 22.16%, 3-year 16.30%, 5-year 14.47%, 10-year 8.64%.

JAKUX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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