JACCX Mutual Fund

JACCX Mutual Fund

NAV$37.41
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Returns Overview

1 Month
-2.26%
3 Months
+1.99%
6 Months
+4.54%
YTD
+1.47%
1 Year
+5.44%
3 Years (annualized)
+16.94%
5 Years (annualized)
+7.17%
10 Years (annualized)
+14.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACCX 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)
+1.47%
Peer Avg (YTD)
+6.23%
vs Peers
-4.77%

JACCX Mutual Fund Performance

JACCX performance across multiple time periods: 1-month -2.26%, YTD 1.47%, 1-year 5.44%, 3-year 16.94%, 5-year 7.17%, 10-year 14.84%.

JACCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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