JAKWX Mutual Fund

JAKWX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
+2.09%
3 Months
+2.43%
6 Months
+5.10%
YTD
+14.95%
1 Year
+23.44%
3 Years (annualized)
+16.37%
5 Years (annualized)
+14.51%
10 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKWX 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)
+14.95%
Peer Avg (YTD)
+6.23%
vs Peers
+8.72%

JAKWX Mutual Fund Performance

JAKWX performance across multiple time periods: 1-month 2.09%, YTD 14.95%, 1-year 23.44%, 3-year 16.37%, 5-year 14.51%, 10-year 8.66%.

JAKWX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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