JECIX Mutual Fund

JECIX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
+1.87%
3 Months
-2.36%
6 Months
+1.03%
YTD
+10.00%
1 Year
+13.77%
3 Years (annualized)
+16.84%
5 Years (annualized)
+5.11%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JECIX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+8.01%
vs Peers
+2.00%

JECIX Mutual Fund Performance

JECIX performance across multiple time periods: 1-month 1.87%, YTD 10.00%, 1-year 13.77%, 3-year 16.84%, 5-year 5.11%, 10-year 10.49%.

JECIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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