JCAPX Mutual Fund

JCAPX Mutual Fund

NAV$66.61
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Returns Overview

1 Month
+3.36%
3 Months
-1.42%
6 Months
+14.54%
YTD
+5.43%
1 Year
+10.74%
3 Years (annualized)
+9.17%
5 Years (annualized)
+0.44%
10 Years (annualized)
+7.57%

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)
+5.43%
Peer Avg (YTD)
+8.51%
vs Peers
-3.08%

JCAPX Mutual Fund Performance

JCAPX performance across multiple time periods: 1-month 3.36%, YTD 5.43%, 1-year 10.74%, 3-year 9.17%, 5-year 0.44%, 10-year 7.57%.

JCAPX returns trail the peer average of 8.51% 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.