JCNAX Mutual Fund

NAV$27.14

Returns Overview

1 Month
-1.80%
3 Months
-5.50%
6 Months
-0.87%
YTD
-3.72%
1 Year
-0.60%
3 Years
+11.01%
5 Years
+7.86%
10 Years
+12.80%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JCNAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.72%
Peer Avg (YTD)
+1.79%
vs Peers
-5.51%

JCNAX Mutual Fund Performance

JCNAX performance across multiple time periods: 1-month -1.80%, YTD -3.72%, 1-year -0.60%, 3-year 11.01%, 5-year 7.86%, 10-year 12.80%.

JCNAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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