JCLBX Mutual Fund

JCLBX Mutual Fund

NAV$14.39
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Returns Overview

1 Month
-0.41%
3 Months
-1.22%
6 Months
+0.47%
YTD
+5.05%
1 Year
+6.44%
3 Years (annualized)
+13.07%
5 Years (annualized)
+3.83%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLBX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+5.92%
vs Peers
-0.88%

JCLBX Mutual Fund Performance

JCLBX performance across multiple time periods: 1-month -0.41%, YTD 5.05%, 1-year 6.44%, 3-year 13.07%, 5-year 3.83%, 10-year 6.72%.

JCLBX returns trail the peer average of 5.92% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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