JATAX Mutual Fund

JATAX Mutual Fund

NAV$81.90
See how much of JATAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.17%
3 Months
+8.81%
6 Months
+18.51%
YTD
+20.32%
1 Year
+27.63%
3 Years (annualized)
+29.17%
5 Years (annualized)
+14.29%
10 Years (annualized)
+22.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+20.32%
Peer Avg (YTD)
+11.56%
vs Peers
+8.76%

JATAX Mutual Fund Performance

JATAX performance across multiple time periods: 1-month -10.17%, YTD 20.32%, 1-year 27.63%, 3-year 29.17%, 5-year 14.29%, 10-year 22.15%.

JATAX returns outperform the peer average of 11.56% 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.