JAKSX Mutual Fund

NAV$28.23

Returns Overview

1 Month
+0.49%
3 Months
+12.19%
6 Months
+9.85%
YTD
+9.05%
1 Year
+18.92%
3 Years (annualized)
+16.51%
5 Years (annualized)
+8.77%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2060+ Index
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+7.64%
vs Peers
+1.41%

JAKSX Mutual Fund Performance

JAKSX performance across multiple time periods: 1-month 0.49%, YTD 9.05%, 1-year 18.92%, 3-year 16.51%, 5-year 8.77%.

JAKSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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