JIUCX Mutual Fund

JIUCX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
+6.19%
3 Months
+6.60%
6 Months
+8.73%
YTD
+16.02%
1 Year
+36.38%
3 Years (annualized)
+24.52%
5 Years (annualized)
+15.96%
10 Years (annualized)
+10.37%

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
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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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+16.02%
Peer Avg (YTD)
+8.62%
vs Peers
+7.40%

JIUCX Mutual Fund Performance

JIUCX performance across multiple time periods: 1-month 6.19%, YTD 16.02%, 1-year 36.38%, 3-year 24.52%, 5-year 15.96%, 10-year 10.37%.

JIUCX returns outperform the peer average of 8.62% 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.