JTQRX Mutual Fund

JTQRX Mutual Fund

NAV$14.11
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Returns Overview

1 Month
+2.63%
3 Months
+2.42%
6 Months
+3.52%
YTD
+7.85%
1 Year
+11.49%
3 Years (annualized)
+7.47%
5 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTQRX 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)
+7.85%
Peer Avg (YTD)
+0.47%
vs Peers
+7.38%

JTQRX Mutual Fund Performance

JTQRX performance across multiple time periods: 1-month 2.63%, YTD 7.85%, 1-year 11.49%, 3-year 7.47%, 5-year 8.27%.

JTQRX returns outperform the peer average of 0.47% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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