JCAPX Mutual Fund

JCAPX Mutual Fund

NAV$63.96
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Returns Overview

1 Month
-2.16%
3 Months
+2.27%
6 Months
+5.04%
YTD
+2.00%
1 Year
+6.39%
3 Years (annualized)
+18.00%
5 Years (annualized)
+8.15%
10 Years (annualized)
+16.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCAPX 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 500 Index(SPX)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+6.23%
vs Peers
-4.23%

JCAPX Mutual Fund Performance

JCAPX performance across multiple time periods: 1-month -2.16%, YTD 2.00%, 1-year 6.39%, 3-year 18.00%, 5-year 8.15%, 10-year 16.57%.

JCAPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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