JCCIX Mutual Fund

JCCIX Mutual Fund

NAV$19.32
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Returns Overview

1 Month
-5.13%
3 Months
-9.01%
6 Months
+16.62%
YTD
+15.83%
1 Year
+19.85%
3 Years (annualized)
+11.96%
5 Years (annualized)
+5.43%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCCIX 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)
+15.83%
Peer Avg (YTD)
+10.34%
vs Peers
+5.49%

JCCIX Mutual Fund Performance

JCCIX performance across multiple time periods: 1-month -5.13%, YTD 15.83%, 1-year 19.85%, 3-year 11.96%, 5-year 5.43%, 10-year 9.92%.

JCCIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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