JLCAX Mutual Fund

JLCAX Mutual Fund

NAV$24.08
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Returns Overview

1 Month
-0.25%
3 Months
+3.50%
6 Months
+5.95%
YTD
+6.52%
1 Year
+13.75%
3 Years (annualized)
+18.86%
5 Years (annualized)
+12.68%
10 Years (annualized)
+15.29%

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
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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)
+6.52%
Peer Avg (YTD)
+9.41%
vs Peers
-2.89%

JLCAX Mutual Fund Performance

JLCAX performance across multiple time periods: 1-month -0.25%, YTD 6.52%, 1-year 13.75%, 3-year 18.86%, 5-year 12.68%, 10-year 15.29%.

JLCAX returns trail the peer average of 9.41% 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.