JCASX Mutual Fund

NAV$13.36

Returns Overview

1 Month
+0.75%
3 Months
+7.49%
6 Months
+5.89%
YTD
+5.47%
1 Year
+11.84%
3 Years (annualized)
+9.64%
5 Years (annualized)
+2.59%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCASX 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)
+5.47%
Peer Avg (YTD)
+4.14%
vs Peers
+1.33%

JCASX Mutual Fund Performance

JCASX performance across multiple time periods: 1-month 0.75%, YTD 5.47%, 1-year 11.84%, 3-year 9.64%, 5-year 2.59%, 10-year 4.56%.

JCASX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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