JULZ ETF

$46.53

Returns Overview

1 Month
-1.36%
3 Months
+12.82%
6 Months
+7.66%
YTD
+7.52%
1 Year
+22.80%
3 Years (annualized)
+17.23%
5 Years (annualized)
+11.87%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Price Index
This ETF (YTD)
+7.52%
Peer Avg (YTD)
+9.16%
vs Peers
-1.64%

JULZ ETF Performance

JULZ performance across multiple time periods: 1-month -1.36%, YTD 7.52%, 1-year 22.80%, 3-year 17.23%, 5-year 11.87%.

JULZ returns trail the peer average of 9.16% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.36%N/A
3 Months+12.82%N/A
6 Months+7.66%N/A
1 Year+22.80%N/A
3 Years+17.23%N/A
5 Years+11.87%N/A

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