JACBX Mutual Fund

JACBX Mutual Fund

NAV$19.31
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Returns Overview

1 Month
-0.05%
3 Months
-4.05%
6 Months
+7.12%
YTD
+9.54%
1 Year
+9.85%
3 Years (annualized)
+15.43%
5 Years (annualized)
+1.29%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACBX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+9.89%
vs Peers
-0.35%

JACBX Mutual Fund Performance

JACBX performance across multiple time periods: 1-month -0.05%, YTD 9.54%, 1-year 9.85%, 3-year 15.43%, 5-year 1.29%, 10-year 12.47%.

JACBX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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