JUCSX Mutual Fund

JUCSX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-0.01%
3 Months
+0.48%
6 Months
+0.93%
YTD
+1.41%
1 Year
+4.43%
3 Years (annualized)
+5.49%
5 Years (annualized)
+3.39%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCSX 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)
+1.41%
Peer Avg (YTD)
+0.25%
vs Peers
+1.16%

JUCSX Mutual Fund Performance

JUCSX performance across multiple time periods: 1-month -0.01%, YTD 1.41%, 1-year 4.43%, 3-year 5.49%, 5-year 3.39%, 10-year 2.01%.

JUCSX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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