JCPLX Mutual Fund

JCPLX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
+2.62%
3 Months
-0.06%
6 Months
-0.90%
YTD
-0.73%
1 Year
-0.32%
3 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
-1.13%
vs Peers
+0.41%

JCPLX Mutual Fund Performance

JCPLX performance across multiple time periods: 1-month 2.62%, YTD -0.73%, 1-year -0.32%, 3-year 5.72%.

JCPLX returns outperform the peer average of -1.13% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

JCPLX vs another fund shows side-by-side returns. JCPLX alternatives are available in the Mutual Fund Screener.