JLCAX Mutual Fund

NAV$24.44

Returns Overview

1 Month
+0.08%
3 Months
+15.02%
6 Months
+7.23%
YTD
+6.79%
1 Year
+16.65%
3 Years (annualized)
+17.82%
5 Years (annualized)
+22.04%
10 Years (annualized)
+20.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JLCAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+9.51%
vs Peers
-2.72%

JLCAX Mutual Fund Performance

JLCAX performance across multiple time periods: 1-month 0.08%, YTD 6.79%, 1-year 16.65%, 3-year 17.82%, 5-year 22.04%, 10-year 20.25%.

JLCAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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