JCNRX Mutual Fund

JCNRX Mutual Fund

NAV$29.75
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Returns Overview

1 Month
+6.49%
3 Months
+31.48%
6 Months
+24.81%
YTD
+22.39%
1 Year
+28.44%
3 Years (annualized)
+21.75%
5 Years (annualized)
+10.51%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCNRX 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)
+22.39%
Peer Avg (YTD)
+10.82%
vs Peers
+11.58%

JCNRX Mutual Fund Performance

JCNRX performance across multiple time periods: 1-month 6.49%, YTD 22.39%, 1-year 28.44%, 3-year 21.75%, 5-year 10.51%, 10-year 15.21%.

JCNRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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