JCONX Mutual Fund

JCONX Mutual Fund

NAV$33.25
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Returns Overview

1 Month
-8.13%
3 Months
+4.89%
6 Months
+17.20%
YTD
+15.10%
1 Year
+16.29%
3 Years (annualized)
+13.45%
5 Years (annualized)
+7.28%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCONX 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)
+15.10%
Peer Avg (YTD)
+9.54%
vs Peers
+5.56%

JCONX Mutual Fund Performance

JCONX performance across multiple time periods: 1-month -8.13%, YTD 15.10%, 1-year 16.29%, 3-year 13.45%, 5-year 7.28%, 10-year 13.45%.

JCONX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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