JLPCX Mutual Fund

JLPCX Mutual Fund

NAV$18.02
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Returns Overview

1 Month
-0.34%
3 Months
+3.31%
6 Months
+5.65%
YTD
+6.22%
1 Year
+13.21%
3 Years (annualized)
+18.28%
5 Years (annualized)
+12.12%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLPCX 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)
+6.22%
Peer Avg (YTD)
+9.41%
vs Peers
-3.20%

JLPCX Mutual Fund Performance

JLPCX performance across multiple time periods: 1-month -0.34%, YTD 6.22%, 1-year 13.21%, 3-year 18.28%, 5-year 12.12%, 10-year 14.71%.

JLPCX returns trail the peer average of 9.41% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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