JATAX Mutual Fund

JATAX Mutual Fund

NAV$86.89
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Returns Overview

1 Month
+4.22%
3 Months
-2.73%
6 Months
+25.96%
YTD
+25.40%
1 Year
+33.74%
3 Years (annualized)
+31.63%
5 Years (annualized)
+14.45%
10 Years (annualized)
+22.35%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+25.40%
Peer Avg (YTD)
+14.35%
vs Peers
+11.05%

JATAX Mutual Fund Performance

JATAX performance across multiple time periods: 1-month 4.22%, YTD 25.40%, 1-year 33.74%, 3-year 31.63%, 5-year 14.45%, 10-year 22.35%.

JATAX returns outperform the peer average of 14.35% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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