JAKZX Mutual Fund

JAKZX Mutual Fund

NAV$28.05
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Returns Overview

1 Month
-1.83%
3 Months
-0.86%
6 Months
+11.10%
YTD
+7.87%
1 Year
+10.90%
3 Years (annualized)
+16.24%
5 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+7.87%
Peer Avg (YTD)
+7.09%
vs Peers
+0.78%

JAKZX Mutual Fund Performance

JAKZX performance across multiple time periods: 1-month -1.83%, YTD 7.87%, 1-year 10.90%, 3-year 16.24%, 5-year 7.93%.

JAKZX returns outperform the peer average of 7.09% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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