JUCIX Mutual Fund

NAV$9.00

Returns Overview

1 Month
+0.44%
3 Months
+1.53%
6 Months
+1.72%
YTD
+1.72%
1 Year
+5.47%
3 Years (annualized)
+6.22%
5 Years (annualized)
+3.75%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+0.99%
vs Peers
+0.73%

JUCIX Mutual Fund Performance

JUCIX performance across multiple time periods: 1-month 0.44%, YTD 1.72%, 1-year 5.47%, 3-year 6.22%, 5-year 3.75%, 10-year 2.49%.

JUCIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

JUCIX performance comparison shows side-by-side returns with another fund. JUCIX alternatives are available in the Mutual Fund Screener.