JTLAX Mutual Fund

JTLAX Mutual Fund

NAV$16.90
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Returns Overview

1 Month
-1.84%
3 Months
+2.99%
6 Months
+7.55%
YTD
+10.65%
1 Year
+21.00%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.99%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTLAX 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)
+10.65%
Peer Avg (YTD)
+6.57%
vs Peers
+4.08%

JTLAX Mutual Fund Performance

JTLAX performance across multiple time periods: 1-month -1.84%, YTD 10.65%, 1-year 21.00%, 3-year 15.30%, 5-year 7.99%, 10-year 11.02%.

JTLAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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