JCLMX Mutual Fund

JCLMX Mutual Fund

NAV$13.57
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Returns Overview

1 Month
-1.26%
3 Months
+0.98%
6 Months
+2.68%
YTD
+4.20%
1 Year
+9.37%
3 Years (annualized)
+7.54%
5 Years (annualized)
+2.80%
10 Years (annualized)
+4.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLMX 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
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📉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 Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+3.39%
vs Peers
+0.81%

JCLMX Mutual Fund Performance

JCLMX performance across multiple time periods: 1-month -1.26%, YTD 4.20%, 1-year 9.37%, 3-year 7.54%, 5-year 2.80%, 10-year 4.80%.

JCLMX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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