JTQIX Mutual Fund

JTQIX Mutual Fund

NAV$14.10
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Returns Overview

1 Month
+2.70%
3 Months
+2.42%
6 Months
+3.55%
YTD
+7.93%
1 Year
+11.45%
3 Years (annualized)
+7.38%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTQIX 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)
+7.93%
Peer Avg (YTD)
+0.47%
vs Peers
+7.46%

JTQIX Mutual Fund Performance

JTQIX performance across multiple time periods: 1-month 2.70%, YTD 7.93%, 1-year 11.45%, 3-year 7.38%, 5-year 8.16%.

JTQIX returns outperform the peer average of 0.47% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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