JCRIX Mutual Fund

NAV$9.87

Returns Overview

1 Month
-8.51%
3 Months
-6.69%
6 Months
+12.52%
YTD
+11.84%
1 Year
+30.55%
3 Years (annualized)
+13.21%
5 Years (annualized)
+9.81%
10 Years (annualized)
+7.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCRIX 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)
+11.84%
Peer Avg (YTD)
+8.71%
vs Peers
+3.13%

JCRIX Mutual Fund Performance

JCRIX performance across multiple time periods: 1-month -8.51%, YTD 11.84%, 1-year 30.55%, 3-year 13.21%, 5-year 9.81%, 10-year 7.42%.

JCRIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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