JACVX Mutual Fund

JACVX Mutual Fund

NAV$10.17
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Returns Overview

3 Months
-2.80%
6 Months
+0.60%
YTD
+5.85%
1 Year
+14.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACVX 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 Target Date To 2030 Index(SPTGT30T)
This Mutual Fund (YTD)
+5.85%
Peer Avg (YTD)
+4.61%
vs Peers
+1.24%

JACVX Mutual Fund Performance

JACVX performance across multiple time periods: YTD 5.85%, 1-year 14.11%.

JACVX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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