JCONX Mutual Fund

JCONX Mutual Fund

NAV$30.05
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Returns Overview

1 Month
-2.02%
3 Months
-0.94%
6 Months
+3.91%
YTD
+11.81%
1 Year
+9.79%
3 Years (annualized)
+20.94%
5 Years (annualized)
+6.64%
10 Years (annualized)
+12.98%

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)
+11.81%
Peer Avg (YTD)
+8.01%
vs Peers
+3.80%

JCONX Mutual Fund Performance

JCONX performance across multiple time periods: 1-month -2.02%, YTD 11.81%, 1-year 9.79%, 3-year 20.94%, 5-year 6.64%, 10-year 12.98%.

JCONX returns outperform the peer average of 8.01% 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.