JATSX Mutual Fund

JATSX Mutual Fund

NAV$80.65
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Returns Overview

1 Month
+4.15%
3 Months
-2.52%
6 Months
+41.36%
YTD
+30.46%
1 Year
+32.25%
3 Years (annualized)
+31.39%
5 Years (annualized)
+14.24%
10 Years (annualized)
+22.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JATSX 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 All Country World Information Technology Index(^MSACWIT)
This Mutual Fund (YTD)
+30.46%
Peer Avg (YTD)
+16.41%
vs Peers
+14.06%

JATSX Mutual Fund Performance

JATSX performance across multiple time periods: 1-month 4.15%, YTD 30.46%, 1-year 32.25%, 3-year 31.39%, 5-year 14.24%, 10-year 22.13%.

JATSX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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