JCRIX Mutual Fund

JCRIX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
+5.45%
3 Months
-5.28%
6 Months
+7.29%
YTD
+17.94%
1 Year
+37.32%
3 Years (annualized)
+12.87%
5 Years (annualized)
+10.91%
10 Years (annualized)
+8.38%

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
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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)
+17.94%
Peer Avg (YTD)
+14.43%
vs Peers
+3.52%

JCRIX Mutual Fund Performance

JCRIX performance across multiple time periods: 1-month 5.45%, YTD 17.94%, 1-year 37.32%, 3-year 12.87%, 5-year 10.91%, 10-year 8.38%.

JCRIX returns outperform the peer average of 14.43% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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