JCPPX Mutual Fund

JCPPX Mutual Fund

NAV$6.98
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Returns Overview

1 Month
+2.33%
3 Months
-0.05%
6 Months
-0.71%
YTD
-0.28%
1 Year
+0.20%
3 Years (annualized)
+6.03%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
-1.17%
vs Peers
+0.89%

JCPPX Mutual Fund Performance

JCPPX performance across multiple time periods: 1-month 2.33%, YTD -0.28%, 1-year 0.20%, 3-year 6.03%, 5-year 0.18%, 10-year 1.71%.

JCPPX returns outperform the peer average of -1.17% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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