JATIX Mutual Fund

JATIX Mutual Fund

NAV$93.28
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Returns Overview

1 Month
+4.24%
3 Months
-2.67%
6 Months
+26.09%
YTD
+25.59%
1 Year
+34.05%
3 Years (annualized)
+31.93%
5 Years (annualized)
+14.71%
10 Years (annualized)
+22.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATIX 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)
+25.59%
Peer Avg (YTD)
+14.35%
vs Peers
+11.24%

JATIX Mutual Fund Performance

JATIX performance across multiple time periods: 1-month 4.24%, YTD 25.59%, 1-year 34.05%, 3-year 31.93%, 5-year 14.71%, 10-year 22.65%.

JATIX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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