JCNIX Mutual Fund

NAV$27.00

Returns Overview

1 Month
-1.85%
3 Months
-5.57%
6 Months
-0.99%
YTD
-3.74%
1 Year
-0.79%
3 Years
+10.78%
5 Years
+7.63%
10 Years
+13.55%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JCNIX 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)
-3.74%
Peer Avg (YTD)
+1.79%
vs Peers
-5.53%

JCNIX Mutual Fund Performance

JCNIX performance across multiple time periods: 1-month -1.85%, YTD -3.74%, 1-year -0.79%, 3-year 10.78%, 5-year 7.63%, 10-year 13.55%.

JCNIX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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