JCACX Mutual Fund

JCACX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
-2.20%
3 Months
-2.72%
6 Months
+4.46%
YTD
+2.38%
1 Year
+4.28%
3 Years (annualized)
+9.12%
5 Years (annualized)
+1.74%
10 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCACX 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
Global Conservative Allocation Index
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.46%
vs Peers
-0.08%

JCACX Mutual Fund Performance

JCACX performance across multiple time periods: 1-month -2.20%, YTD 2.38%, 1-year 4.28%, 3-year 9.12%, 5-year 1.74%, 10-year 3.93%.

JCACX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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