JCPRX Mutual Fund

JCPRX Mutual Fund

NAV$25.83
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Returns Overview

1 Month
-0.23%
3 Months
+3.55%
6 Months
+6.07%
YTD
+6.69%
1 Year
+14.02%
3 Years (annualized)
+19.11%
5 Years (annualized)
+12.93%
10 Years (annualized)
+15.61%

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)
+6.69%
Peer Avg (YTD)
+9.41%
vs Peers
-2.72%

JCPRX Mutual Fund Performance

JCPRX performance across multiple time periods: 1-month -0.23%, YTD 6.69%, 1-year 14.02%, 3-year 19.11%, 5-year 12.93%, 10-year 15.61%.

JCPRX returns trail the peer average of 9.41% 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.