JLCVX Mutual Fund

JLCVX Mutual Fund

NAV$76.48
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Returns Overview

1 Month
+2.97%
3 Months
+1.75%
6 Months
+3.68%
YTD
+3.56%
1 Year
+11.79%
3 Years (annualized)
+14.04%
5 Years (annualized)
+7.99%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCVX 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)
+3.56%
Peer Avg (YTD)
+9.41%
vs Peers
-5.85%

JLCVX Mutual Fund Performance

JLCVX performance across multiple time periods: 1-month 2.97%, YTD 3.56%, 1-year 11.79%, 3-year 14.04%, 5-year 7.99%, 10-year 12.63%.

JLCVX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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