JTQAX Mutual Fund

JTQAX Mutual Fund

NAV$14.09
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Returns Overview

1 Month
+2.63%
3 Months
+2.28%
6 Months
+3.36%
YTD
+7.79%
1 Year
+11.11%
3 Years (annualized)
+7.10%
5 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTQAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+0.47%
vs Peers
+7.32%

JTQAX Mutual Fund Performance

JTQAX performance across multiple time periods: 1-month 2.63%, YTD 7.79%, 1-year 11.11%, 3-year 7.10%, 5-year 7.87%.

JTQAX returns outperform the peer average of 0.47% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

JTQAX performance comparison shows side-by-side returns with another fund. JTQAX alternatives are available in the Mutual Fund Screener.