JACJX Mutual Fund

JACJX Mutual Fund

NAV$19.38
See how much of JACJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.50%
3 Months
+4.24%
6 Months
+9.92%
YTD
+9.48%
1 Year
+9.51%
3 Years (annualized)
+13.50%
5 Years (annualized)
+1.04%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACJX 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)
+9.48%
Peer Avg (YTD)
+9.54%
vs Peers
-0.06%

JACJX Mutual Fund Performance

JACJX performance across multiple time periods: 1-month -8.50%, YTD 9.48%, 1-year 9.51%, 3-year 13.50%, 5-year 1.04%, 10-year 12.19%.

JACJX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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