JACJX Mutual Fund

JACJX Mutual Fund

NAV$18.95
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Returns Overview

1 Month
-1.25%
3 Months
-9.74%
6 Months
+12.56%
YTD
+6.66%
1 Year
+7.64%
3 Years (annualized)
+15.14%
5 Years (annualized)
+1.04%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACJX 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)
+6.66%
Peer Avg (YTD)
+6.72%
vs Peers
-0.07%

JACJX Mutual Fund Performance

JACJX performance across multiple time periods: 1-month -1.25%, YTD 6.66%, 1-year 7.64%, 3-year 15.14%, 5-year 1.04%, 10-year 12.19%.

JACJX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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