JLCWX Mutual Fund

JLCWX Mutual Fund

NAV$75.74
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Returns Overview

1 Month
-3.04%
3 Months
+3.34%
6 Months
+13.59%
YTD
+3.95%
1 Year
+6.67%
3 Years (annualized)
+16.05%
5 Years (annualized)
+7.93%
10 Years (annualized)
+12.85%

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)
+3.95%
Peer Avg (YTD)
+9.98%
vs Peers
-6.03%

JLCWX Mutual Fund Performance

JLCWX performance across multiple time periods: 1-month -3.04%, YTD 3.95%, 1-year 6.67%, 3-year 16.05%, 5-year 7.93%, 10-year 12.85%.

JLCWX returns trail the peer average of 9.98% 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.