JACAX Mutual Fund

NAV$48.32

Returns Overview

1 Month
-2.48%
3 Months
+18.84%
6 Months
+4.32%
YTD
+4.16%
1 Year
+13.28%
3 Years (annualized)
+20.43%
5 Years (annualized)
+13.07%
10 Years (annualized)
+22.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+8.97%
vs Peers
-4.81%

JACAX Mutual Fund Performance

JACAX performance across multiple time periods: 1-month -2.48%, YTD 4.16%, 1-year 13.28%, 3-year 20.43%, 5-year 13.07%, 10-year 22.23%.

JACAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

JACAX performance comparison shows side-by-side returns with another fund. JACAX alternatives are available in the Mutual Fund Screener.