JCLCX Mutual Fund

NAV$12.60

Returns Overview

1 Month
+0.14%
3 Months
+4.00%
6 Months
+3.04%
YTD
+2.96%
1 Year
+6.99%
3 Years (annualized)
+6.79%
5 Years (annualized)
+2.05%
10 Years (annualized)
+3.38%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+4.14%
vs Peers
-1.18%

JCLCX Mutual Fund Performance

JCLCX performance across multiple time periods: 1-month 0.14%, YTD 2.96%, 1-year 6.99%, 3-year 6.79%, 5-year 2.05%, 10-year 3.38%.

JCLCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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