JAKYX Mutual Fund

JAKYX Mutual Fund

NAV$28.59
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Returns Overview

1 Month
-1.77%
3 Months
-0.67%
6 Months
+11.53%
YTD
+8.45%
1 Year
+11.70%
3 Years (annualized)
+17.12%
5 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKYX 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)
+8.45%
Peer Avg (YTD)
+7.09%
vs Peers
+1.37%

JAKYX Mutual Fund Performance

JAKYX performance across multiple time periods: 1-month -1.77%, YTD 8.45%, 1-year 11.70%, 3-year 17.12%, 5-year 8.74%.

JAKYX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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