JCNIX Mutual Fund

JCNIX Mutual Fund

NAV$30.64
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Returns Overview

1 Month
-1.13%
3 Months
-7.24%
6 Months
+21.99%
YTD
+13.69%
1 Year
+11.75%
3 Years (annualized)
+15.89%
5 Years (annualized)
+6.62%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCNIX 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)
+13.69%
Peer Avg (YTD)
+6.72%
vs Peers
+6.97%

JCNIX Mutual Fund Performance

JCNIX performance across multiple time periods: 1-month -1.13%, YTD 13.69%, 1-year 11.75%, 3-year 15.89%, 5-year 6.62%, 10-year 12.68%.

JCNIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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