JAKUX Mutual Fund

JAKUX Mutual Fund

NAV$18.95
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Returns Overview

1 Month
+2.16%
3 Months
+2.43%
6 Months
+5.10%
YTD
+14.91%
1 Year
+23.29%
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)
+14.91%
Peer Avg (YTD)
+6.23%
vs Peers
+8.68%

JAKUX Mutual Fund Performance

JAKUX performance across multiple time periods: 1-month 2.16%, YTD 14.91%, 1-year 23.29%, 3-year 16.30%, 5-year 14.47%, 10-year 8.64%.

JAKUX returns outperform the peer average of 6.23% 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.