JLCFX Mutual Fund

JLCFX Mutual Fund

NAV$74.08
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Returns Overview

1 Month
+3.50%
3 Months
+3.40%
6 Months
+9.94%
YTD
+7.05%
1 Year
+12.43%
3 Years (annualized)
+15.77%
5 Years (annualized)
+7.67%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCFX 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)
+7.05%
Peer Avg (YTD)
+11.21%
vs Peers
-4.16%

JLCFX Mutual Fund Performance

JLCFX performance across multiple time periods: 1-month 3.50%, YTD 7.05%, 1-year 12.43%, 3-year 15.77%, 5-year 7.67%, 10-year 12.77%.

JLCFX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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