JATAX Mutual Fund

NAV$82.26
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Returns Overview

1 Month
+3.89%
3 Months
+45.08%
6 Months
+34.82%
YTD
+33.94%
1 Year
+48.26%
3 Years (annualized)
+35.68%
5 Years (annualized)
+20.60%
10 Years (annualized)
+28.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+33.94%
Peer Avg (YTD)
+16.06%
vs Peers
+17.87%

JATAX Mutual Fund Performance

JATAX performance across multiple time periods: 1-month 3.89%, YTD 33.94%, 1-year 48.26%, 3-year 35.68%, 5-year 20.60%, 10-year 28.79%.

JATAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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