JCPRX Mutual Fund

NAV$26.48

Returns Overview

1 Month
+0.12%
3 Months
+15.07%
6 Months
+7.34%
YTD
+6.94%
1 Year
+16.91%
3 Years (annualized)
+18.18%
5 Years (annualized)
+16.99%
10 Years (annualized)
+17.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCPRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+9.51%
vs Peers
-2.57%

JCPRX Mutual Fund Performance

JCPRX performance across multiple time periods: 1-month 0.12%, YTD 6.94%, 1-year 16.91%, 3-year 18.18%, 5-year 16.99%, 10-year 17.94%.

JCPRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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