JSLCX Mutual Fund

JSLCX Mutual Fund

NAV$12.37
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Returns Overview

1 Month
-0.72%
3 Months
+0.67%
6 Months
+1.68%
YTD
+2.59%
1 Year
+6.88%
3 Years (annualized)
+7.03%
5 Years (annualized)
+2.68%
10 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLCX 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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+2.59%
Peer Avg (YTD)
+3.39%
vs Peers
-0.80%

JSLCX Mutual Fund Performance

JSLCX performance across multiple time periods: 1-month -0.72%, YTD 2.59%, 1-year 6.88%, 3-year 7.03%, 5-year 2.68%, 10-year 4.03%.

JSLCX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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