JCVXX Mutual Fund

JCVXX Mutual Fund

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Returns Overview

1 Month
+0.11%
3 Months
+0.34%
6 Months
+0.65%
YTD
+0.99%
1 Year
+1.25%
3 Years (annualized)
+1.64%
5 Years (annualized)
+1.32%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCVXX 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
USTREAS Treasury Bill Auction Average 3 Month Index(^TB3MA)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+2.21%
vs Peers
-1.22%

JCVXX Mutual Fund Performance

JCVXX performance across multiple time periods: 1-month 0.11%, YTD 0.99%, 1-year 1.25%, 3-year 1.64%, 5-year 1.32%, 10-year 0.73%.

JCVXX returns trail the peer average of 2.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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