JATUX Mutual Fund

JATUX Mutual Fund

NAV$34.22
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Returns Overview

1 Month
+2.18%
3 Months
+1.78%
6 Months
+8.42%
YTD
+12.85%
1 Year
+20.71%
3 Years (annualized)
+18.36%
5 Years (annualized)
+9.50%

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
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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)
+12.85%
Peer Avg (YTD)
+8.76%
vs Peers
+4.09%

JATUX Mutual Fund Performance

JATUX performance across multiple time periods: 1-month 2.18%, YTD 12.85%, 1-year 20.71%, 3-year 18.36%, 5-year 9.50%.

JATUX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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