JCAFX Mutual Fund

JCAFX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-0.48%
3 Months
-1.53%
6 Months
-1.93%
YTD
+0.22%
1 Year
+6.19%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.74%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCAFX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+0.17%
vs Peers
+0.05%

JCAFX Mutual Fund Performance

JCAFX performance across multiple time periods: 1-month -0.48%, YTD 0.22%, 1-year 6.19%, 3-year 3.75%, 5-year 0.74%, 10-year 2.03%.

JCAFX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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