JACFX Mutual Fund

JACFX Mutual Fund

NAV$19.97
See how much of JACFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
-4.03%
6 Months
+7.13%
YTD
+9.60%
1 Year
+9.91%
3 Years (annualized)
+13.92%
5 Years (annualized)
+1.40%
10 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACFX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+9.89%
vs Peers
-0.29%

JACFX Mutual Fund Performance

JACFX performance across multiple time periods: 1-month -0.05%, YTD 9.60%, 1-year 9.91%, 3-year 13.92%, 5-year 1.40%, 10-year 12.53%.

JACFX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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