JCAVX Mutual Fund

JCAVX Mutual Fund

NAV$9.37
See how much of JCAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.55%
3 Months
+2.91%
YTD
+5.75%
1 Year
+8.79%
3 Years (annualized)
+11.56%
5 Years (annualized)
+7.90%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCAVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.54%
vs Peers
+0.21%

JCAVX Mutual Fund Performance

JCAVX performance across multiple time periods: 1-month 0.55%, YTD 5.75%, 1-year 8.79%, 3-year 11.56%, 5-year 7.90%, 10-year 10.86%.

JCAVX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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