JTLAX Mutual Fund

JTLAX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
+2.30%
3 Months
+0.96%
6 Months
+7.71%
YTD
+13.19%
1 Year
+20.64%
3 Years (annualized)
+25.89%
5 Years (annualized)
+17.89%
10 Years (annualized)
+21.45%

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)
+13.19%
Peer Avg (YTD)
+7.17%
vs Peers
+6.02%

JTLAX Mutual Fund Performance

JTLAX performance across multiple time periods: 1-month 2.30%, YTD 13.19%, 1-year 20.64%, 3-year 25.89%, 5-year 17.89%, 10-year 21.45%.

JTLAX returns outperform the peer average of 7.17% 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.