JFCAX Mutual Fund

JFCAX Mutual Fund

NAV$37.16
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Returns Overview

1 Month
+4.72%
3 Months
+2.67%
6 Months
+4.12%
YTD
+3.02%
1 Year
+7.33%
3 Years (annualized)
+12.17%
5 Years (annualized)
+7.86%
10 Years (annualized)
+13.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFCAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+9.41%
vs Peers
-6.39%

JFCAX Mutual Fund Performance

JFCAX performance across multiple time periods: 1-month 4.72%, YTD 3.02%, 1-year 7.33%, 3-year 12.17%, 5-year 7.86%, 10-year 13.38%.

JFCAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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