JCTRX Mutual Fund

JCTRX Mutual Fund

NAV$6.64
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Returns Overview

1 Month
-1.87%
3 Months
+0.61%
6 Months
+1.65%
YTD
+2.25%
1 Year
+7.73%
3 Years (annualized)
+4.98%
5 Years (annualized)
+0.29%
10 Years (annualized)
+2.45%

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
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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
Bloomberg High Yield Municipal Bond Index(^BBGHYMBI)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+0.23%
vs Peers
+2.02%

JCTRX Mutual Fund Performance

JCTRX performance across multiple time periods: 1-month -1.87%, YTD 2.25%, 1-year 7.73%, 3-year 4.98%, 5-year 0.29%, 10-year 2.45%.

JCTRX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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