JCONX Mutual Fund

NAV$30.82

Returns Overview

1 Month
-6.92%
3 Months
+4.26%
6 Months
+13.81%
YTD
+12.69%
1 Year
+29.38%
3 Years (annualized)
+18.80%
5 Years (annualized)
+9.21%
10 Years (annualized)
+13.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCONX 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)
+12.69%
Peer Avg (YTD)
+10.82%
vs Peers
+1.87%

JCONX Mutual Fund Performance

JCONX performance across multiple time periods: 1-month -6.92%, YTD 12.69%, 1-year 29.38%, 3-year 18.80%, 5-year 9.21%, 10-year 13.76%.

JCONX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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