JCPUX Mutual Fund

JCPUX Mutual Fund

NAV$6.96
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Returns Overview

1 Month
+2.37%
3 Months
+0.08%
6 Months
-0.45%
YTD
+0.14%
1 Year
+0.71%
3 Years (annualized)
+6.55%
5 Years (annualized)
+0.69%
10 Years (annualized)
+2.22%

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
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)
+0.14%
Peer Avg (YTD)
-1.17%
vs Peers
+1.31%

JCPUX Mutual Fund Performance

JCPUX performance across multiple time periods: 1-month 2.37%, YTD 0.14%, 1-year 0.71%, 3-year 6.55%, 5-year 0.69%, 10-year 2.22%.

JCPUX returns outperform the peer average of -1.17% 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.