JCRIX Mutual Fund

JCRIX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
+8.01%
3 Months
+4.21%
6 Months
+11.87%
YTD
+27.39%
1 Year
+42.13%
3 Years (annualized)
+16.19%
5 Years (annualized)
+12.46%
10 Years (annualized)
+9.20%

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)
+27.39%
Peer Avg (YTD)
+24.08%
vs Peers
+3.31%

JCRIX Mutual Fund Performance

JCRIX performance across multiple time periods: 1-month 8.01%, YTD 27.39%, 1-year 42.13%, 3-year 16.19%, 5-year 12.46%, 10-year 9.20%.

JCRIX returns outperform the peer average of 24.08% 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.