JLCSX Mutual Fund

JLCSX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
-0.74%
3 Months
+0.62%
6 Months
+1.81%
YTD
+2.57%
1 Year
+7.16%
3 Years (annualized)
+7.33%
5 Years (annualized)
+2.96%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCSX 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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+3.39%
vs Peers
-0.82%

JLCSX Mutual Fund Performance

JLCSX performance across multiple time periods: 1-month -0.74%, YTD 2.57%, 1-year 7.16%, 3-year 7.33%, 5-year 2.96%, 10-year 4.13%.

JLCSX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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