JFCAX Mutual Fund

JFCAX Mutual Fund

NAV$36.56
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Returns Overview

1 Month
+3.24%
3 Months
+4.77%
6 Months
+10.12%
YTD
+6.36%
1 Year
+7.10%
3 Years (annualized)
+14.11%
5 Years (annualized)
+7.60%
10 Years (annualized)
+13.51%

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)
+6.36%
Peer Avg (YTD)
+11.21%
vs Peers
-4.86%

JFCAX Mutual Fund Performance

JFCAX performance across multiple time periods: 1-month 3.24%, YTD 6.36%, 1-year 7.10%, 3-year 14.11%, 5-year 7.60%, 10-year 13.51%.

JFCAX returns trail the peer average of 11.21% 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.