JICCX Mutual Fund

NAV$85.91
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Returns Overview

1 Month
-0.71%
3 Months
+14.36%
6 Months
+5.29%
YTD
+5.27%
1 Year
+14.98%
3 Years (annualized)
+17.36%
5 Years (annualized)
+10.85%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JICCX 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)
+5.27%
Peer Avg (YTD)
+9.51%
vs Peers
-4.24%

JICCX Mutual Fund Performance

JICCX performance across multiple time periods: 1-month -0.71%, YTD 5.27%, 1-year 14.98%, 3-year 17.36%, 5-year 10.85%, 10-year 13.98%.

JICCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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