JCRAX Mutual Fund

JCRAX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-0.59%
3 Months
+4.58%
6 Months
-1.08%
YTD
+23.19%
1 Year
+29.28%
3 Years (annualized)
+15.66%
5 Years (annualized)
+10.00%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCRAX 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
Refinitiv / CoreCommodity CRB Total Return Index
This Mutual Fund (YTD)
+23.19%
Peer Avg (YTD)
+20.18%
vs Peers
+3.01%

JCRAX Mutual Fund Performance

JCRAX performance across multiple time periods: 1-month -0.59%, YTD 23.19%, 1-year 29.28%, 3-year 15.66%, 5-year 10.00%, 10-year 8.44%.

JCRAX returns outperform the peer average of 20.18% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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