JCONX Mutual Fund

NAV$32.49

Returns Overview

1 Month
+7.17%
3 Months
+16.94%
6 Months
+17.26%
YTD
+15.32%
1 Year
+31.89%
3 Years
+19.62%
5 Years
+8.11%
10 Years
+12.73%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JCONX 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)
+15.32%
Peer Avg (YTD)
+7.55%
vs Peers
+7.77%

JCONX Mutual Fund Performance

JCONX performance across multiple time periods: 1-month 7.17%, YTD 15.32%, 1-year 31.89%, 3-year 19.62%, 5-year 8.11%, 10-year 12.73%.

JCONX returns outperform the peer average of 7.55% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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