JCNCX Mutual Fund

NAV$27.12
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Returns Overview

1 Month
+6.48%
3 Months
+31.44%
6 Months
+24.71%
YTD
+22.34%
1 Year
+28.25%
3 Years (annualized)
+20.56%
5 Years (annualized)
+11.84%
10 Years (annualized)
+15.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCNCX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+22.34%
Peer Avg (YTD)
+10.82%
vs Peers
+11.52%

JCNCX Mutual Fund Performance

JCNCX performance across multiple time periods: 1-month 6.48%, YTD 22.34%, 1-year 28.25%, 3-year 20.56%, 5-year 11.84%, 10-year 15.95%.

JCNCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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