JICCX Mutual Fund

JICCX Mutual Fund

NAV$84.74
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Returns Overview

1 Month
+2.23%
3 Months
+2.60%
6 Months
+11.24%
YTD
+8.78%
1 Year
+14.20%
3 Years (annualized)
+17.94%
5 Years (annualized)
+9.56%
10 Years (annualized)
+13.52%

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)
+8.78%
Peer Avg (YTD)
+11.21%
vs Peers
-2.43%

JICCX Mutual Fund Performance

JICCX performance across multiple time periods: 1-month 2.23%, YTD 8.78%, 1-year 14.20%, 3-year 17.94%, 5-year 9.56%, 10-year 13.52%.

JICCX returns trail the peer average of 11.21% 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.