JCLBX Mutual Fund

JCLBX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
-2.28%
3 Months
-2.21%
6 Months
+7.27%
YTD
+5.48%
1 Year
+7.82%
3 Years (annualized)
+10.68%
5 Years (annualized)
+3.95%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLBX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+5.48%
Peer Avg (YTD)
+4.96%
vs Peers
+0.52%

JCLBX Mutual Fund Performance

JCLBX performance across multiple time periods: 1-month -2.28%, YTD 5.48%, 1-year 7.82%, 3-year 10.68%, 5-year 3.95%, 10-year 6.66%.

JCLBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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