JACLX Mutual Fund

JACLX Mutual Fund

NAV$18.80
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Returns Overview

1 Month
-8.58%
3 Months
+4.07%
6 Months
+9.51%
YTD
+8.99%
1 Year
+8.67%
3 Years (annualized)
+12.64%
5 Years (annualized)
+0.29%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACLX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+9.54%
vs Peers
-0.55%

JACLX Mutual Fund Performance

JACLX performance across multiple time periods: 1-month -8.58%, YTD 8.99%, 1-year 8.67%, 3-year 12.64%, 5-year 0.29%, 10-year 11.36%.

JACLX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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