JCLAX Mutual Fund

JCLAX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-1.90%
3 Months
+2.74%
6 Months
+6.99%
YTD
+9.99%
1 Year
+19.76%
3 Years (annualized)
+14.08%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.85%

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)
+9.99%
Peer Avg (YTD)
+6.57%
vs Peers
+3.42%

JCLAX Mutual Fund Performance

JCLAX performance across multiple time periods: 1-month -1.90%, YTD 9.99%, 1-year 19.76%, 3-year 14.08%, 5-year 6.86%, 10-year 9.85%.

JCLAX returns outperform the peer average of 6.57% 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.