JCMAX Mutual Fund

NAV$69.63

Returns Overview

1 Month
+4.52%
3 Months
+11.47%
6 Months
+11.09%
YTD
+10.02%
1 Year
+14.57%
3 Years (annualized)
+12.60%
5 Years (annualized)
+7.76%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCMAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+10.82%
vs Peers
-0.79%

JCMAX Mutual Fund Performance

JCMAX performance across multiple time periods: 1-month 4.52%, YTD 10.02%, 1-year 14.57%, 3-year 12.60%, 5-year 7.76%, 10-year 11.29%.

JCMAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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