JCLAX Mutual Fund

JCLAX Mutual Fund

NAV$16.82
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Returns Overview

1 Month
+2.18%
3 Months
+0.72%
6 Months
+7.11%
YTD
+12.38%
1 Year
+19.41%
3 Years (annualized)
+23.46%
5 Years (annualized)
+15.59%
10 Years (annualized)
+19.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+7.17%
vs Peers
+5.21%

JCLAX Mutual Fund Performance

JCLAX performance across multiple time periods: 1-month 2.18%, YTD 12.38%, 1-year 19.41%, 3-year 23.46%, 5-year 15.59%, 10-year 19.11%.

JCLAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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