JILAX Mutual Fund

JILAX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
-2.32%
3 Months
-1.91%
6 Months
+12.92%
YTD
+10.57%
1 Year
+0.94%
3 Years (annualized)
+12.64%
5 Years (annualized)
+5.41%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JILAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+6.10%
vs Peers
+4.47%

JILAX Mutual Fund Performance

JILAX performance across multiple time periods: 1-month -2.32%, YTD 10.57%, 1-year 0.94%, 3-year 12.64%, 5-year 5.41%, 10-year 9.82%.

JILAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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