JCAL ETF

Returns Overview

1 Month
-1.62%
3 Months
-0.60%
YTD
-0.03%
1 Year
+4.10%
3 Years (annualized)
+2.70%
5 Years (annualized)
+0.50%
10 Years (annualized)
+1.36%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JCAL 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Index(BBGUSMI)
This ETF (YTD)
-0.03%
Peer Avg (YTD)
+0.48%
vs Peers
-0.51%

JCAL ETF Performance

JCAL performance across multiple time periods: 1-month -1.62%, YTD -0.03%, 1-year 4.10%, 3-year 2.70%, 5-year 0.50%, 10-year 1.36%.

JCAL returns trail the peer average of 0.48% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this ETF.

JCAL vs another fund shows side-by-side returns. JCAL alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.62%N/A
3 Months-0.60%N/A
1 Year+4.10%N/A
3 Years+2.70%N/A
5 Years+0.50%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized