JTAIX Mutual Fund

JTAIX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
+2.30%
3 Months
+0.96%
6 Months
+7.73%
YTD
+13.15%
1 Year
+20.61%
3 Years (annualized)
+17.35%
5 Years (annualized)
+8.01%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTAIX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+7.17%
vs Peers
+5.97%

JTAIX Mutual Fund Performance

JTAIX performance across multiple time periods: 1-month 2.30%, YTD 13.15%, 1-year 20.61%, 3-year 17.35%, 5-year 8.01%, 10-year 11.13%.

JTAIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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