JCNAX Mutual Fund

JCNAX Mutual Fund

NAV$31.78
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Returns Overview

1 Month
+6.52%
3 Months
+31.60%
6 Months
+25.12%
YTD
+22.68%
1 Year
+29.04%
3 Years (annualized)
+18.49%
5 Years (annualized)
+8.93%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.68%
Peer Avg (YTD)
+10.82%
vs Peers
+11.86%

JCNAX Mutual Fund Performance

JCNAX performance across multiple time periods: 1-month 6.52%, YTD 22.68%, 1-year 29.04%, 3-year 18.49%, 5-year 8.93%, 10-year 15.47%.

JCNAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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