JLCSX Mutual Fund

JLCSX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
+0.83%
3 Months
+0.26%
6 Months
+1.24%
YTD
+3.43%
1 Year
+6.32%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.09%
10 Years (annualized)
+4.33%

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)
+3.43%
Peer Avg (YTD)
+3.78%
vs Peers
-0.35%

JLCSX Mutual Fund Performance

JLCSX performance across multiple time periods: 1-month 0.83%, YTD 3.43%, 1-year 6.32%, 3-year 8.00%, 5-year 3.09%, 10-year 4.33%.

JLCSX returns trail the peer average of 3.78% 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.