JACAX Mutual Fund

JACAX Mutual Fund

NAV$47.97
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Returns Overview

1 Month
+3.40%
3 Months
-1.35%
6 Months
+14.44%
YTD
+5.36%
1 Year
+10.55%
3 Years (annualized)
+19.95%
5 Years (annualized)
+8.25%
10 Years (annualized)
+15.74%

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
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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)
+5.36%
Peer Avg (YTD)
+8.51%
vs Peers
-3.15%

JACAX Mutual Fund Performance

JACAX performance across multiple time periods: 1-month 3.40%, YTD 5.36%, 1-year 10.55%, 3-year 19.95%, 5-year 8.25%, 10-year 15.74%.

JACAX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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