JLCSX Mutual Fund

NAV$10.90

Returns Overview

1 Month
+0.16%
3 Months
+3.96%
6 Months
+3.52%
YTD
+3.33%
1 Year
+8.16%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.33%
10 Years (annualized)
+4.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+4.14%
vs Peers
-0.81%

JLCSX Mutual Fund Performance

JLCSX performance across multiple time periods: 1-month 0.16%, YTD 3.33%, 1-year 8.16%, 3-year 8.00%, 5-year 3.33%, 10-year 4.46%.

JLCSX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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