JCPZX Mutual Fund

JCPZX Mutual Fund

NAV$6.89
See how much of JCPZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
-1.08%
6 Months
-2.39%
YTD
-0.37%
1 Year
+1.73%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.25%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPZX 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
PROUpgrade to run

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)
-0.37%
Peer Avg (YTD)
+0.56%
vs Peers
-0.94%

JCPZX Mutual Fund Performance

JCPZX performance across multiple time periods: YTD -0.37%, 1-year 1.73%, 3-year 4.28%, 5-year -0.25%, 10-year 1.41%.

JCPZX returns trail the peer average of 0.56% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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