JACNX Mutual Fund

NAV$32.28

Returns Overview

1 Month
+6.57%
3 Months
+31.71%
6 Months
+25.28%
YTD
+22.85%
1 Year
+29.36%
3 Years (annualized)
+18.78%
5 Years (annualized)
+9.19%
10 Years (annualized)
+14.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.85%
Peer Avg (YTD)
+10.82%
vs Peers
+12.04%

JACNX Mutual Fund Performance

JACNX performance across multiple time periods: 1-month 6.57%, YTD 22.85%, 1-year 29.36%, 3-year 18.78%, 5-year 9.19%, 10-year 14.86%.

JACNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

JACNX performance comparison shows side-by-side returns with another fund. JACNX alternatives are available in the Mutual Fund Screener.