JACEX Mutual Fund

JACEX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
-1.23%
3 Months
-9.65%
6 Months
+12.81%
YTD
+6.99%
1 Year
+8.07%
3 Years (annualized)
+19.05%
5 Years (annualized)
+1.39%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACEX 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)
+6.99%
Peer Avg (YTD)
+6.73%
vs Peers
+0.26%

JACEX Mutual Fund Performance

JACEX performance across multiple time periods: 1-month -1.23%, YTD 6.99%, 1-year 8.07%, 3-year 19.05%, 5-year 1.39%, 10-year 12.52%.

JACEX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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