JMUCX Mutual Fund

JMUCX Mutual Fund

NAV$8.61
See how much of JMUCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
-0.06%
6 Months
-0.01%
YTD
+0.41%
1 Year
+4.17%
3 Years (annualized)
+6.23%
5 Years (annualized)
+1.52%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.41%
Peer Avg (YTD)
+0.12%
vs Peers
+0.29%

JMUCX Mutual Fund Performance

JMUCX performance across multiple time periods: 1-month -0.74%, YTD 0.41%, 1-year 4.17%, 3-year 6.23%, 5-year 1.52%, 10-year 3.14%.

JMUCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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