JCPRX Mutual Fund

JCPRX Mutual Fund

NAV$26.01
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Returns Overview

1 Month
+1.21%
3 Months
+1.09%
6 Months
+9.90%
YTD
+7.98%
1 Year
+13.63%
3 Years (annualized)
+17.68%
5 Years (annualized)
+16.08%
10 Years (annualized)
+16.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPRX 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
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📉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)
+7.98%
Peer Avg (YTD)
+11.21%
vs Peers
-3.23%

JCPRX Mutual Fund Performance

JCPRX performance across multiple time periods: 1-month 1.21%, YTD 7.98%, 1-year 13.63%, 3-year 17.68%, 5-year 16.08%, 10-year 16.74%.

JCPRX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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