JCNIX Mutual Fund

JCNIX Mutual Fund

NAV$31.82
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Returns Overview

1 Month
+6.49%
3 Months
+31.52%
6 Months
+24.97%
YTD
+22.57%
1 Year
+28.76%
3 Years (annualized)
+18.26%
5 Years (annualized)
+8.70%
10 Years (annualized)
+16.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCNIX 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)
+22.57%
Peer Avg (YTD)
+10.82%
vs Peers
+11.75%

JCNIX Mutual Fund Performance

JCNIX performance across multiple time periods: 1-month 6.49%, YTD 22.57%, 1-year 28.76%, 3-year 18.26%, 5-year 8.70%, 10-year 16.22%.

JCNIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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