JILAX Mutual Fund

JILAX Mutual Fund

NAV$16.87
See how much of JILAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.85%
3 Months
+3.01%
6 Months
+7.52%
YTD
+10.63%
1 Year
+20.95%
3 Years (annualized)
+15.30%
5 Years (annualized)
+8.00%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JILAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+6.57%
vs Peers
+4.06%

JILAX Mutual Fund Performance

JILAX performance across multiple time periods: 1-month -1.85%, YTD 10.63%, 1-year 20.95%, 3-year 15.30%, 5-year 8.00%, 10-year 11.03%.

JILAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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