JTAIX Mutual Fund

NAV$16.90

Returns Overview

1 Month
+0.54%
3 Months
+15.07%
6 Months
+13.67%
YTD
+12.68%
1 Year
+23.79%
3 Years (annualized)
+15.64%
5 Years (annualized)
+7.35%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTAIX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+12.68%
Peer Avg (YTD)
+6.73%
vs Peers
+5.95%

JTAIX Mutual Fund Performance

JTAIX performance across multiple time periods: 1-month 0.54%, YTD 12.68%, 1-year 23.79%, 3-year 15.64%, 5-year 7.35%, 10-year 11.15%.

JTAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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