JTUAX Mutual Fund

JTUAX Mutual Fund

NAV$20.03
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Returns Overview

1 Month
-0.05%
3 Months
-4.16%
6 Months
+0.91%
YTD
+12.89%
1 Year
+15.33%
3 Years (annualized)
+18.74%
5 Years (annualized)
+5.99%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTUAX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.89%
Peer Avg (YTD)
+12.21%
vs Peers
+0.68%

JTUAX Mutual Fund Performance

JTUAX performance across multiple time periods: 1-month -0.05%, YTD 12.89%, 1-year 15.33%, 3-year 18.74%, 5-year 5.99%, 10-year 9.69%.

JTUAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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