JATNX Mutual Fund

JATNX Mutual Fund

NAV$87.71
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Returns Overview

1 Month
+3.92%
3 Months
+45.18%
6 Months
+35.04%
YTD
+34.14%
1 Year
+48.73%
3 Years (annualized)
+35.73%
5 Years (annualized)
+17.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATNX 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)
+34.14%
Peer Avg (YTD)
+16.06%
vs Peers
+18.08%

JATNX Mutual Fund Performance

JATNX performance across multiple time periods: 1-month 3.92%, YTD 34.14%, 1-year 48.73%, 3-year 35.73%, 5-year 17.52%.

JATNX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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