JAKUX Mutual Fund

NAV$18.45

Returns Overview

1 Month
+1.88%
3 Months
+1.32%
6 Months
+5.97%
YTD
+11.82%
1 Year
+18.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAKUX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+3.78%
vs Peers
+8.04%

JAKUX Mutual Fund Performance

JAKUX performance across multiple time periods: 1-month 1.88%, YTD 11.82%, 1-year 18.25%.

JAKUX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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