JICCX Mutual Fund

JICCX Mutual Fund

NAV$84.01
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Returns Overview

1 Month
+1.09%
3 Months
+4.15%
6 Months
+6.74%
YTD
+6.41%
1 Year
+14.05%
3 Years (annualized)
+16.77%
5 Years (annualized)
+9.74%
10 Years (annualized)
+13.29%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.41%
Peer Avg (YTD)
+9.41%
vs Peers
-3.00%

JICCX Mutual Fund Performance

JICCX performance across multiple time periods: 1-month 1.09%, YTD 6.41%, 1-year 14.05%, 3-year 16.77%, 5-year 9.74%, 10-year 13.29%.

JICCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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