JLCAX Mutual Fund

JLCAX Mutual Fund

NAV$24.39
See how much of JLCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.22%
3 Months
+1.05%
6 Months
+9.80%
YTD
+7.83%
1 Year
+13.45%
3 Years (annualized)
+19.53%
5 Years (annualized)
+12.47%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+11.21%
vs Peers
-3.39%

JLCAX Mutual Fund Performance

JLCAX performance across multiple time periods: 1-month 1.22%, YTD 7.83%, 1-year 13.45%, 3-year 19.53%, 5-year 12.47%, 10-year 14.69%.

JLCAX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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