JACJX Mutual Fund

NAV$20.20

Returns Overview

1 Month
+4.85%
3 Months
+24.70%
6 Months
+19.65%
YTD
+18.16%
1 Year
+20.55%
3 Years (annualized)
+17.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACJX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+18.16%
Peer Avg (YTD)
+10.82%
vs Peers
+7.35%

JACJX Mutual Fund Performance

JACJX performance across multiple time periods: 1-month 4.85%, YTD 18.16%, 1-year 20.55%, 3-year 17.81%.

JACJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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