JCPQX Mutual Fund

JCPQX Mutual Fund

NAV$6.88
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Returns Overview

3 Months
-1.00%
6 Months
-2.18%
YTD
-0.08%
1 Year
+2.21%
3 Years (annualized)
+4.80%
5 Years (annualized)
+0.25%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPQX 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
PROUpgrade to run
🏦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)
-0.08%
Peer Avg (YTD)
+0.56%
vs Peers
-0.64%

JCPQX Mutual Fund Performance

JCPQX performance across multiple time periods: YTD -0.08%, 1-year 2.21%, 3-year 4.80%, 5-year 0.25%, 10-year 1.88%.

JCPQX returns trail the peer average of 0.56% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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