JATIX Mutual Fund

JATIX Mutual Fund

NAV$88.42
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Returns Overview

1 Month
-10.15%
3 Months
+8.88%
6 Months
+18.63%
YTD
+20.48%
1 Year
+27.91%
3 Years (annualized)
+29.78%
5 Years (annualized)
+14.55%
10 Years (annualized)
+22.44%

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)
+20.48%
Peer Avg (YTD)
+11.56%
vs Peers
+8.93%

JATIX Mutual Fund Performance

JATIX performance across multiple time periods: 1-month -10.15%, YTD 20.48%, 1-year 27.91%, 3-year 29.78%, 5-year 14.55%, 10-year 22.44%.

JATIX returns outperform the peer average of 11.56% 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.