JCCIX Mutual Fund

JCCIX Mutual Fund

NAV$20.18
See how much of JCCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.14%
3 Months
+0.20%
6 Months
+9.99%
YTD
+22.94%
1 Year
+29.90%
3 Years (annualized)
+17.20%
5 Years (annualized)
+5.47%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCCIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.94%
Peer Avg (YTD)
+12.21%
vs Peers
+10.74%

JCCIX Mutual Fund Performance

JCCIX performance across multiple time periods: 1-month 6.14%, YTD 22.94%, 1-year 29.90%, 3-year 17.20%, 5-year 5.47%, 10-year 10.30%.

JCCIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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