JATPX Mutual Fund

JATPX Mutual Fund

NAV$33.48
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Returns Overview

1 Month
+2.14%
3 Months
+1.65%
6 Months
+8.17%
YTD
+12.51%
1 Year
+20.14%
3 Years (annualized)
+17.78%
5 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATPX 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
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+8.76%
vs Peers
+3.75%

JATPX Mutual Fund Performance

JATPX performance across multiple time periods: 1-month 2.14%, YTD 12.51%, 1-year 20.14%, 3-year 17.78%, 5-year 8.96%.

JATPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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