JICAX Mutual Fund

JICAX Mutual Fund

NAV$85.12
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Returns Overview

1 Month
-0.60%
3 Months
-0.45%
6 Months
+3.81%
YTD
+6.25%
1 Year
+6.33%
3 Years (annualized)
+20.19%
5 Years (annualized)
+8.93%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JICAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+17.72%
vs Peers
-11.47%

JICAX Mutual Fund Performance

JICAX performance across multiple time periods: 1-month -0.60%, YTD 6.25%, 1-year 6.33%, 3-year 20.19%, 5-year 8.93%, 10-year 13.86%.

JICAX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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