JLCVX Mutual Fund

JLCVX Mutual Fund

NAV$76.06
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Returns Overview

1 Month
-3.05%
3 Months
+3.33%
6 Months
+13.55%
YTD
+3.92%
1 Year
+6.63%
3 Years (annualized)
+15.99%
5 Years (annualized)
+7.88%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCVX 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)
+3.92%
Peer Avg (YTD)
+9.98%
vs Peers
-6.06%

JLCVX Mutual Fund Performance

JLCVX performance across multiple time periods: 1-month -3.05%, YTD 3.92%, 1-year 6.63%, 3-year 15.99%, 5-year 7.88%, 10-year 12.79%.

JLCVX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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