JPICX Mutual Fund

NAV$9.98

Returns Overview

1 Month
+0.38%
3 Months
-0.84%
6 Months
+0.92%
YTD
+0.86%
1 Year
+5.47%
3 Years (annualized)
+3.32%
5 Years (annualized)
+0.86%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPICX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg California Municipal Bond Index
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+1.08%
vs Peers
-0.22%

JPICX Mutual Fund Performance

JPICX performance across multiple time periods: 1-month 0.38%, YTD 0.86%, 1-year 5.47%, 3-year 3.32%, 5-year 0.86%, 10-year 1.60%.

JPICX returns trail the peer average of 1.08% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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