JLCFX Mutual Fund

NAV$74.81

Returns Overview

1 Month
-2.96%
3 Months
+9.84%
6 Months
+0.74%
YTD
+0.47%
1 Year
+9.10%
3 Years (annualized)
+14.07%
5 Years (annualized)
+7.58%
10 Years (annualized)
+12.92%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+9.51%
vs Peers
-9.04%

JLCFX Mutual Fund Performance

JLCFX performance across multiple time periods: 1-month -2.96%, YTD 0.47%, 1-year 9.10%, 3-year 14.07%, 5-year 7.58%, 10-year 12.92%.

JLCFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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