JITAX Mutual Fund

NAV$10.22

Returns Overview

1 Month
+2.14%
3 Months
+2.71%
6 Months
+2.85%
YTD
+2.80%
1 Year
+2.03%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.66%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JITAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Municipal Index(BBGUSMI)
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+1.27%
vs Peers
+1.53%

JITAX Mutual Fund Performance

JITAX performance across multiple time periods: 1-month 2.14%, YTD 2.80%, 1-year 2.03%, 3-year 4.29%, 5-year 0.66%, 10-year 1.63%.

JITAX returns outperform the peer average of 1.27% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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