JCCIX Mutual Fund

JCCIX Mutual Fund

NAV$20.34
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Returns Overview

1 Month
-3.61%
3 Months
+9.77%
6 Months
+18.69%
YTD
+23.99%
1 Year
+30.28%
3 Years (annualized)
+10.07%
5 Years (annualized)
+5.48%
10 Years (annualized)
+10.26%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.99%
Peer Avg (YTD)
+15.31%
vs Peers
+8.68%

JCCIX Mutual Fund Performance

JCCIX performance across multiple time periods: 1-month -3.61%, YTD 23.99%, 1-year 30.28%, 3-year 10.07%, 5-year 5.48%, 10-year 10.26%.

JCCIX returns outperform the peer average of 15.31% 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.