JACCX Mutual Fund

JACCX Mutual Fund

NAV$38.06
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Returns Overview

1 Month
+1.02%
3 Months
+2.04%
6 Months
+21.14%
YTD
+5.93%
1 Year
+6.14%
3 Years (annualized)
+18.92%
5 Years (annualized)
+7.31%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+8.68%
vs Peers
-2.75%

JACCX Mutual Fund Performance

JACCX performance across multiple time periods: 1-month 1.02%, YTD 5.93%, 1-year 6.14%, 3-year 18.92%, 5-year 7.31%, 10-year 15.31%.

JACCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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