JICAX Mutual Fund

JICAX Mutual Fund

NAV$86.66
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Returns Overview

1 Month
-2.07%
3 Months
+1.30%
6 Months
+15.97%
YTD
+6.88%
1 Year
+9.36%
3 Years (annualized)
+18.53%
5 Years (annualized)
+10.11%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JICAX 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)
+6.88%
Peer Avg (YTD)
+9.98%
vs Peers
-3.10%

JICAX Mutual Fund Performance

JICAX performance across multiple time periods: 1-month -2.07%, YTD 6.88%, 1-year 9.36%, 3-year 18.53%, 5-year 10.11%, 10-year 14.09%.

JICAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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