JTKIX Mutual Fund

JTKIX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
-1.96%
3 Months
-24.35%
6 Months
-24.81%
YTD
+3.86%
1 Year
-19.84%
3 Years (annualized)
-3.52%
5 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTKIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+1.65%
vs Peers
+2.21%

JTKIX Mutual Fund Performance

JTKIX performance across multiple time periods: 1-month -1.96%, YTD 3.86%, 1-year -19.84%, 3-year -3.52%, 5-year 2.83%.

JTKIX returns outperform the peer average of 1.65% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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