JCCAX Mutual Fund

JCCAX Mutual Fund

NAV$19.04
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Returns Overview

1 Month
-5.10%
3 Months
-9.04%
6 Months
+16.52%
YTD
+15.72%
1 Year
+19.62%
3 Years (annualized)
+11.69%
5 Years (annualized)
+5.16%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCCAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+10.34%
vs Peers
+5.38%

JCCAX Mutual Fund Performance

JCCAX performance across multiple time periods: 1-month -5.10%, YTD 15.72%, 1-year 19.62%, 3-year 11.69%, 5-year 5.16%, 10-year 10.09%.

JCCAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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