JCMAX Mutual Fund

JCMAX Mutual Fund

NAV$69.41
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Returns Overview

1 Month
-1.02%
3 Months
+4.11%
6 Months
+7.38%
YTD
+9.96%
1 Year
+11.73%
3 Years (annualized)
+11.16%
5 Years (annualized)
+5.94%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCMAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+9.96%
Peer Avg (YTD)
+9.54%
vs Peers
+0.42%

JCMAX Mutual Fund Performance

JCMAX performance across multiple time periods: 1-month -1.02%, YTD 9.96%, 1-year 11.73%, 3-year 11.16%, 5-year 5.94%, 10-year 10.75%.

JCMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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