JCACX Mutual Fund

JCACX Mutual Fund

NAV$13.20
See how much of JCACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.58%
3 Months
+1.56%
6 Months
+2.35%
YTD
+3.57%
1 Year
+9.16%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.00%
10 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCACX 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
Global Conservative Allocation Index
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+3.39%
vs Peers
+0.19%

JCACX Mutual Fund Performance

JCACX performance across multiple time periods: 1-month -1.58%, YTD 3.57%, 1-year 9.16%, 3-year 7.94%, 5-year 2.00%, 10-year 3.95%.

JCACX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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