JCUIX Mutual Fund

JCUIX Mutual Fund

NAV$9.56
See how much of JCUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+0.83%
6 Months
+0.93%
YTD
-5.01%
1 Year
-5.01%
3 Years (annualized)
+3.04%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCUIX 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
Citigroup 1 Month US Treasury Bill Index(^CT1MTRSB)
This Mutual Fund (YTD)
-5.01%
Peer Avg (YTD)
-9.10%
vs Peers
+4.08%

JCUIX Mutual Fund Performance

JCUIX performance across multiple time periods: YTD -5.01%, 1-year -5.01%, 3-year 3.04%, 5-year 0.57%, 10-year 1.31%.

JCUIX returns outperform the peer average of -9.10% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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