JATTX Mutual Fund

JATTX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
-3.24%
3 Months
+4.62%
6 Months
+10.39%
YTD
+13.12%
1 Year
+21.26%
3 Years (annualized)
+11.63%
5 Years (annualized)
+4.07%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATTX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+15.31%
vs Peers
-2.19%

JATTX Mutual Fund Performance

JATTX performance across multiple time periods: 1-month -3.24%, YTD 13.12%, 1-year 21.26%, 3-year 11.63%, 5-year 4.07%, 10-year 9.97%.

JATTX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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