JLCWX Mutual Fund

JLCWX Mutual Fund

NAV$76.87
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Returns Overview

1 Month
-2.93%
3 Months
+9.92%
6 Months
+0.87%
YTD
+0.59%
1 Year
+9.38%
3 Years (annualized)
+14.34%
5 Years (annualized)
+7.85%
10 Years (annualized)
+13.00%

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)
+0.59%
Peer Avg (YTD)
+9.51%
vs Peers
-8.92%

JLCWX Mutual Fund Performance

JLCWX performance across multiple time periods: 1-month -2.93%, YTD 0.59%, 1-year 9.38%, 3-year 14.34%, 5-year 7.85%, 10-year 13.00%.

JLCWX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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