JELCX Mutual Fund

JELCX Mutual Fund

NAV$10.32
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Returns Overview

1 Month
-0.86%
3 Months
+0.48%
6 Months
+1.46%
YTD
+2.36%
1 Year
+7.20%
3 Years (annualized)
+5.48%
5 Years (annualized)
+0.78%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JELCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+5.54%
vs Peers
-3.17%

JELCX Mutual Fund Performance

JELCX performance across multiple time periods: 1-month -0.86%, YTD 2.36%, 1-year 7.20%, 3-year 5.48%, 5-year 0.78%, 10-year 2.73%.

JELCX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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