JATTX Mutual Fund

NAV$30.11

Returns Overview

1 Month
+5.04%
3 Months
+19.27%
6 Months
+17.59%
YTD
+16.91%
1 Year
+27.56%
3 Years (annualized)
+13.88%
5 Years (annualized)
+4.66%
10 Years (annualized)
+10.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+18.52%
vs Peers
-1.61%

JATTX Mutual Fund Performance

JATTX performance across multiple time periods: 1-month 5.04%, YTD 16.91%, 1-year 27.56%, 3-year 13.88%, 5-year 4.66%, 10-year 10.90%.

JATTX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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