JCAVX Mutual Fund

JCAVX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-1.28%
3 Months
+1.09%
YTD
+6.33%
1 Year
+7.51%
3 Years (annualized)
+11.56%
5 Years (annualized)
+7.90%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCAVX 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
PROUpgrade to run
🏦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)
+6.33%
Peer Avg (YTD)
+4.97%
vs Peers
+1.36%

JCAVX Mutual Fund Performance

JCAVX performance across multiple time periods: 1-month -1.28%, YTD 6.33%, 1-year 7.51%, 3-year 11.56%, 5-year 7.90%, 10-year 10.86%.

JCAVX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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