JCPUX Mutual Fund

JCPUX Mutual Fund

NAV$7.14
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Returns Overview

1 Month
-1.23%
3 Months
-0.53%
6 Months
-0.35%
YTD
+0.07%
1 Year
+3.88%
3 Years (annualized)
+4.88%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPUX 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)
+0.07%
Peer Avg (YTD)
+1.04%
vs Peers
-0.98%

JCPUX Mutual Fund Performance

JCPUX performance across multiple time periods: 1-month -1.23%, YTD 0.07%, 1-year 3.88%, 3-year 4.88%, 5-year 0.50%, 10-year 2.15%.

JCPUX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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