JAKSX Mutual Fund

JAKSX Mutual Fund

NAV$28.46
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Returns Overview

1 Month
-1.81%
3 Months
-0.74%
6 Months
+11.37%
YTD
+8.25%
1 Year
+11.43%
3 Years (annualized)
+16.83%
5 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKSX 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
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+8.25%
Peer Avg (YTD)
+7.09%
vs Peers
+1.16%

JAKSX Mutual Fund Performance

JAKSX performance across multiple time periods: 1-month -1.81%, YTD 8.25%, 1-year 11.43%, 3-year 16.83%, 5-year 8.47%.

JAKSX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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