JACEX Mutual Fund

NAV$20.01

Returns Overview

1 Month
+4.91%
3 Months
+24.85%
6 Months
+19.88%
YTD
+18.41%
1 Year
+21.02%
3 Years (annualized)
+18.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACEX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+10.82%
vs Peers
+7.60%

JACEX Mutual Fund Performance

JACEX performance across multiple time periods: 1-month 4.91%, YTD 18.41%, 1-year 21.02%, 3-year 18.24%.

JACEX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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