JULZ ETF

JULZ ETF
$45.97
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Returns Overview

1 Month
-0.03%
3 Months
+3.04%
6 Months
+6.41%
YTD
+7.49%
1 Year
+14.59%
3 Years (annualized)
+14.32%
5 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would JULZ 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Price Index
This ETF (YTD)
+7.49%
Peer Avg (YTD)
+8.67%
vs Peers
-1.18%

JULZ ETF Performance

JULZ performance across multiple time periods: 1-month -0.03%, YTD 7.49%, 1-year 14.59%, 3-year 14.32%, 5-year 10.35%.

JULZ returns trail the peer average of 8.67% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

JULZ vs another fund shows side-by-side returns. JULZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.03%N/A
3 Months+3.04%N/A
6 Months+6.41%N/A
1 Year+14.59%N/A
3 Years+14.32%N/A
5 Years+10.35%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized