JCUAX Mutual Fund

JCUAX Mutual Fund

NAV$9.19
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Returns Overview

3 Months
+0.76%
6 Months
+0.76%
YTD
-5.29%
1 Year
-5.29%
3 Years (annualized)
+2.73%
5 Years (annualized)
+0.29%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCUAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Citigroup 1 Month US Treasury Bill Index(^CT1MTRSB)
This Mutual Fund (YTD)
-5.29%
Peer Avg (YTD)
-9.10%
vs Peers
+3.81%

JCUAX Mutual Fund Performance

JCUAX performance across multiple time periods: YTD -5.29%, 1-year -5.29%, 3-year 2.73%, 5-year 0.29%, 10-year 0.99%.

JCUAX returns outperform the peer average of -9.10% YTD. investors should weigh costs against performance when evaluating this mutual fund.

JCUAX vs another fund shows side-by-side returns. JCUAX alternatives are available in the Mutual Fund Screener.