JCTRX Mutual Fund

NAV$6.78

Returns Overview

1 Month
+1.62%
3 Months
+4.21%
6 Months
+4.36%
YTD
+4.20%
1 Year
+8.15%
3 Years (annualized)
+5.77%
5 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCTRX 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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+4.20%
Peer Avg (YTD)
+1.79%
vs Peers
+2.42%

JCTRX Mutual Fund Performance

JCTRX performance across multiple time periods: 1-month 1.62%, YTD 4.20%, 1-year 8.15%, 3-year 5.77%, 5-year 0.90%.

JCTRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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