JCAAX Mutual Fund

JCAAX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
+1.20%
3 Months
+0.45%
6 Months
+2.99%
YTD
+5.24%
1 Year
+9.51%
3 Years (annualized)
+9.94%
5 Years (annualized)
+2.49%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCAAX 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
Global Conservative Allocation Index
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+3.78%
vs Peers
+1.47%

JCAAX Mutual Fund Performance

JCAAX performance across multiple time periods: 1-month 1.20%, YTD 5.24%, 1-year 9.51%, 3-year 9.94%, 5-year 2.49%, 10-year 4.65%.

JCAAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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