JELCX Mutual Fund

NAV$10.47

Returns Overview

1 Month
+0.19%
3 Months
+4.07%
6 Months
+3.35%
YTD
+3.25%
1 Year
+8.13%
3 Years (annualized)
+6.03%
5 Years (annualized)
+1.16%
10 Years (annualized)
+3.00%

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
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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+5.87%
vs Peers
-2.61%

JELCX Mutual Fund Performance

JELCX performance across multiple time periods: 1-month 0.19%, YTD 3.25%, 1-year 8.13%, 3-year 6.03%, 5-year 1.16%, 10-year 3.00%.

JELCX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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