JICAX Mutual Fund

NAV$88.24
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Returns Overview

1 Month
-0.67%
3 Months
+14.49%
6 Months
+5.54%
YTD
+5.52%
1 Year
+15.55%
3 Years (annualized)
+17.95%
5 Years (annualized)
+10.65%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JICAX 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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+9.51%
vs Peers
-3.99%

JICAX Mutual Fund Performance

JICAX performance across multiple time periods: 1-month -0.67%, YTD 5.52%, 1-year 15.55%, 3-year 17.95%, 5-year 10.65%, 10-year 14.04%.

JICAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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