JCNIX Mutual Fund

NAV$32.87

Returns Overview

1 Month
+7.09%
3 Months
+16.78%
6 Months
+17.01%
YTD
+15.09%
1 Year
+31.27%
3 Years
+19.05%
5 Years
+7.61%
10 Years
+15.18%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JCNIX 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)
+15.09%
Peer Avg (YTD)
+7.55%
vs Peers
+7.54%

JCNIX Mutual Fund Performance

JCNIX performance across multiple time periods: 1-month 7.09%, YTD 15.09%, 1-year 31.27%, 3-year 19.05%, 5-year 7.61%, 10-year 15.18%.

JCNIX returns outperform the peer average of 7.55% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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