JATPX Mutual Fund

JATPX Mutual Fund

NAV$34.15
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Returns Overview

1 Month
-0.57%
3 Months
+3.56%
6 Months
+7.65%
YTD
+10.15%
1 Year
+20.95%
3 Years (annualized)
+15.81%
5 Years (annualized)
+8.94%

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)
+10.15%
Peer Avg (YTD)
+6.99%
vs Peers
+3.16%

JATPX Mutual Fund Performance

JATPX performance across multiple time periods: 1-month -0.57%, YTD 10.15%, 1-year 20.95%, 3-year 15.81%, 5-year 8.94%.

JATPX returns outperform the peer average of 6.99% 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.