JRTAX Mutual Fund

NAV$12.47

Returns Overview

3 Months
+5.72%
6 Months
+6.08%
YTD
+5.72%
1 Year
+12.34%
3 Years (annualized)
+10.35%
5 Years (annualized)
+4.83%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTAX 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
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+7.64%
vs Peers
-1.92%

JRTAX Mutual Fund Performance

JRTAX performance across multiple time periods: YTD 5.72%, 1-year 12.34%, 3-year 10.35%, 5-year 4.83%, 10-year 7.03%.

JRTAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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