JRTAX Mutual Fund

JRTAX Mutual Fund

NAV$12.28
See how much of JRTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.38%
3 Months
+0.97%
6 Months
+3.13%
YTD
+6.74%
1 Year
+10.90%
3 Years (annualized)
+10.72%
5 Years (annualized)
+4.64%
10 Years (annualized)
+6.83%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+8.76%
vs Peers
-2.02%

JRTAX Mutual Fund Performance

JRTAX performance across multiple time periods: 1-month 1.38%, YTD 6.74%, 1-year 10.90%, 3-year 10.72%, 5-year 4.64%, 10-year 6.83%.

JRTAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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