JAKZX Mutual Fund

JAKZX Mutual Fund

NAV$28.52
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Returns Overview

1 Month
-0.75%
3 Months
+2.84%
6 Months
+6.05%
YTD
+7.99%
1 Year
+16.75%
3 Years (annualized)
+14.52%
5 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKZX 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
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📉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
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+6.99%
vs Peers
+1.00%

JAKZX Mutual Fund Performance

JAKZX performance across multiple time periods: 1-month -0.75%, YTD 7.99%, 1-year 16.75%, 3-year 14.52%, 5-year 7.98%.

JAKZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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