JCAPX Mutual Fund

NAV$65.27

Returns Overview

1 Month
-2.52%
3 Months
+19.00%
6 Months
+4.42%
YTD
+4.25%
1 Year
+13.48%
3 Years (annualized)
+20.47%
5 Years (annualized)
+9.55%
10 Years (annualized)
+17.47%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.25%
Peer Avg (YTD)
+8.97%
vs Peers
-4.72%

JCAPX Mutual Fund Performance

JCAPX performance across multiple time periods: 1-month -2.52%, YTD 4.25%, 1-year 13.48%, 3-year 20.47%, 5-year 9.55%, 10-year 17.47%.

JCAPX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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