JCAAX Mutual Fund

NAV$13.50

Returns Overview

1 Month
+0.75%
3 Months
+7.49%
6 Months
+5.89%
YTD
+5.56%
1 Year
+11.98%
3 Years (annualized)
+9.83%
5 Years (annualized)
+2.77%
10 Years (annualized)
+4.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCAAX 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
Global Conservative Allocation Index
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+4.14%
vs Peers
+1.41%

JCAAX Mutual Fund Performance

JCAAX performance across multiple time periods: 1-month 0.75%, YTD 5.56%, 1-year 11.98%, 3-year 9.83%, 5-year 2.77%, 10-year 4.86%.

JCAAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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