JCNAX Mutual Fund

JCNAX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
-1.09%
3 Months
-7.20%
6 Months
+22.12%
YTD
+13.84%
1 Year
+11.96%
3 Years (annualized)
+16.12%
5 Years (annualized)
+6.84%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.84%
Peer Avg (YTD)
+6.72%
vs Peers
+7.12%

JCNAX Mutual Fund Performance

JCNAX performance across multiple time periods: 1-month -1.09%, YTD 13.84%, 1-year 11.96%, 3-year 16.12%, 5-year 6.84%, 10-year 12.92%.

JCNAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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