JFCIX Mutual Fund

JFCIX Mutual Fund

NAV$38.20
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Returns Overview

1 Month
-3.18%
3 Months
+4.73%
6 Months
+13.17%
YTD
+3.17%
1 Year
+13.93%
3 Years (annualized)
+18.29%
5 Years (annualized)
+11.84%
10 Years (annualized)
+17.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFCIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.17%
Peer Avg (YTD)
+9.98%
vs Peers
-6.81%

JFCIX Mutual Fund Performance

JFCIX performance across multiple time periods: 1-month -3.18%, YTD 3.17%, 1-year 13.93%, 3-year 18.29%, 5-year 11.84%, 10-year 17.88%.

JFCIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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