JELCX Mutual Fund

JELCX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
-2.39%
3 Months
-2.48%
6 Months
+1.49%
YTD
+0.69%
1 Year
+2.10%
3 Years (annualized)
+6.17%
5 Years (annualized)
+0.83%
10 Years (annualized)
+2.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JELCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+4.97%
vs Peers
-4.28%

JELCX Mutual Fund Performance

JELCX performance across multiple time periods: 1-month -2.39%, YTD 0.69%, 1-year 2.10%, 3-year 6.17%, 5-year 0.83%, 10-year 2.80%.

JELCX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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