JLCWX Mutual Fund

JLCWX Mutual Fund

NAV$77.16
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Returns Overview

1 Month
+2.98%
3 Months
+1.76%
6 Months
+3.72%
YTD
+3.58%
1 Year
+11.85%
3 Years (annualized)
+14.10%
5 Years (annualized)
+8.04%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCWX 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)
+3.58%
Peer Avg (YTD)
+9.41%
vs Peers
-5.83%

JLCWX Mutual Fund Performance

JLCWX performance across multiple time periods: 1-month 2.98%, YTD 3.58%, 1-year 11.85%, 3-year 14.10%, 5-year 8.04%, 10-year 12.69%.

JLCWX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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