JTKAX Mutual Fund

JTKAX Mutual Fund

NAV$10.61
See how much of JTKAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.06%
3 Months
-24.55%
6 Months
-25.07%
YTD
+3.80%
1 Year
-20.26%
3 Years (annualized)
-3.84%
5 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTKAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+1.65%
vs Peers
+2.15%

JTKAX Mutual Fund Performance

JTKAX performance across multiple time periods: 1-month -2.06%, YTD 3.80%, 1-year -20.26%, 3-year -3.84%, 5-year 2.54%.

JTKAX returns outperform the peer average of 1.65% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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