JCLMX Mutual Fund

NAV$13.51

Returns Overview

1 Month
+0.23%
3 Months
+6.85%
6 Months
+5.85%
YTD
+5.52%
1 Year
+11.11%
3 Years (annualized)
+8.54%
5 Years (annualized)
+3.16%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCLMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar US Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+4.14%
vs Peers
+1.38%

JCLMX Mutual Fund Performance

JCLMX performance across multiple time periods: 1-month 0.23%, YTD 5.52%, 1-year 11.11%, 3-year 8.54%, 5-year 3.16%, 10-year 5.16%.

JCLMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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