JATUX Mutual Fund

NAV$34.26

Returns Overview

1 Month
+0.15%
3 Months
+13.35%
6 Months
+11.88%
YTD
+11.03%
1 Year
+23.23%
3 Years (annualized)
+17.87%
5 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATUX 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
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+11.03%
Peer Avg (YTD)
+7.64%
vs Peers
+3.39%

JATUX Mutual Fund Performance

JATUX performance across multiple time periods: 1-month 0.15%, YTD 11.03%, 1-year 23.23%, 3-year 17.87%, 5-year 9.68%.

JATUX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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