JUCRX Mutual Fund

JUCRX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.48%
3 Months
+0.71%
6 Months
+1.13%
YTD
+1.78%
1 Year
+3.51%
3 Years (annualized)
+5.28%
5 Years (annualized)
+3.25%
10 Years (annualized)
+1.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCRX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+0.20%
vs Peers
+1.57%

JUCRX Mutual Fund Performance

JUCRX performance across multiple time periods: 1-month 0.48%, YTD 1.78%, 1-year 3.51%, 3-year 5.28%, 5-year 3.25%, 10-year 1.71%.

JUCRX returns outperform the peer average of 0.20% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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