TAKJX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-1.27%
3 Months
+0.33%
6 Months
-0.13%
YTD
+0.22%
1 Year
+5.59%
3 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAKJX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+34.83%
vs Peers
-34.62%

TAKJX Mutual Fund Performance

TAKJX performance across multiple time periods: 1-month -1.27%, YTD 0.22%, 1-year 5.59%, 3-year 2.81%.

TAKJX returns trail the peer average of 34.83% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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