JLCYX Mutual Fund

JLCYX Mutual Fund

NAV$74.48
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Returns Overview

1 Month
+2.92%
3 Months
+1.65%
6 Months
+3.47%
YTD
+3.30%
1 Year
+11.31%
3 Years (annualized)
+13.57%
5 Years (annualized)
+7.54%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCYX 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)
+3.30%
Peer Avg (YTD)
+9.41%
vs Peers
-6.11%

JLCYX Mutual Fund Performance

JLCYX performance across multiple time periods: 1-month 2.92%, YTD 3.30%, 1-year 11.31%, 3-year 13.57%, 5-year 7.54%, 10-year 12.14%.

JLCYX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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