JRTAX Mutual Fund

JRTAX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
+1.06%
6 Months
+1.31%
YTD
+5.29%
1 Year
+6.74%
3 Years (annualized)
+12.31%
5 Years (annualized)
+4.28%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRTAX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+14.77%
vs Peers
-9.48%

JRTAX Mutual Fund Performance

JRTAX performance across multiple time periods: 1-month 1.06%, YTD 5.29%, 1-year 6.74%, 3-year 12.31%, 5-year 4.28%, 10-year 6.82%.

JRTAX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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