JCCIX Mutual Fund

NAV$19.71

Returns Overview

1 Month
-3.19%
3 Months
+9.99%
6 Months
+16.08%
YTD
+20.92%
1 Year
+35.17%
3 Years (annualized)
+13.29%
5 Years (annualized)
+5.82%
10 Years (annualized)
+11.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCCIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.92%
Peer Avg (YTD)
+18.52%
vs Peers
+2.40%

JCCIX Mutual Fund Performance

JCCIX performance across multiple time periods: 1-month -3.19%, YTD 20.92%, 1-year 35.17%, 3-year 13.29%, 5-year 5.82%, 10-year 11.32%.

JCCIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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