JCURX Mutual Fund

JCURX Mutual Fund

NAV$9.69
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Returns Overview

3 Months
+0.90%
6 Months
+0.90%
YTD
-4.97%
1 Year
-4.97%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.69%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCURX 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
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🏦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)
-4.97%
Peer Avg (YTD)
-9.10%
vs Peers
+4.13%

JCURX Mutual Fund Performance

JCURX performance across multiple time periods: YTD -4.97%, 1-year -4.97%, 3-year 3.15%, 5-year 0.69%, 10-year 1.43%.

JCURX returns outperform the peer average of -9.10% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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