JCLCX Mutual Fund

JCLCX Mutual Fund

NAV$12.60
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Returns Overview

1 Month
-0.80%
3 Months
+0.45%
6 Months
+1.24%
YTD
+2.14%
1 Year
+5.96%
3 Years (annualized)
+6.13%
5 Years (annualized)
+1.80%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLCX 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 Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+3.39%
vs Peers
-1.25%

JCLCX Mutual Fund Performance

JCLCX performance across multiple time periods: 1-month -0.80%, YTD 2.14%, 1-year 5.96%, 3-year 6.13%, 5-year 1.80%, 10-year 3.14%.

JCLCX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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