JACSX Mutual Fund

JACSX Mutual Fund

NAV$33.37
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Returns Overview

1 Month
-0.89%
3 Months
-0.42%
6 Months
+3.25%
YTD
+9.99%
1 Year
+12.11%
3 Years (annualized)
+20.24%
5 Years (annualized)
+8.73%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACSX 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 Target Date 2060+ Index
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+14.77%
vs Peers
-4.78%

JACSX Mutual Fund Performance

JACSX performance across multiple time periods: 1-month -0.89%, YTD 9.99%, 1-year 12.11%, 3-year 20.24%, 5-year 8.73%, 10-year 10.89%.

JACSX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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