JCRAX Mutual Fund

NAV$9.74

Returns Overview

1 Month
-8.54%
3 Months
-6.76%
6 Months
+12.35%
YTD
+11.66%
1 Year
+30.09%
3 Years (annualized)
+12.97%
5 Years (annualized)
+9.56%
10 Years (annualized)
+7.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Refinitiv / CoreCommodity CRB Total Return Index
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+8.71%
vs Peers
+2.94%

JCRAX Mutual Fund Performance

JCRAX performance across multiple time periods: 1-month -8.54%, YTD 11.66%, 1-year 30.09%, 3-year 12.97%, 5-year 9.56%, 10-year 7.15%.

JCRAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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