JAKRX Mutual Fund

JAKRX Mutual Fund

NAV$18.83
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Returns Overview

1 Month
-0.05%
3 Months
+5.06%
6 Months
+8.64%
YTD
+14.63%
1 Year
+17.55%
3 Years (annualized)
+16.00%
5 Years (annualized)
+14.18%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKRX 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 World Index(MDWO)
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+5.11%
vs Peers
+9.52%

JAKRX Mutual Fund Performance

JAKRX performance across multiple time periods: 1-month -0.05%, YTD 14.63%, 1-year 17.55%, 3-year 16.00%, 5-year 14.18%, 10-year 8.37%.

JAKRX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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