JIUCX Mutual Fund

JIUCX Mutual Fund

NAV$22.13
See how much of JIUCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
-2.33%
6 Months
+4.11%
YTD
+12.27%
1 Year
+23.16%
3 Years (annualized)
+26.49%
5 Years (annualized)
+14.89%
10 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIUCX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+7.13%
vs Peers
+5.14%

JIUCX Mutual Fund Performance

JIUCX performance across multiple time periods: 1-month -0.05%, YTD 12.27%, 1-year 23.16%, 3-year 26.49%, 5-year 14.89%, 10-year 9.96%.

JIUCX returns outperform the peer average of 7.13% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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