JUCSX Mutual Fund

JUCSX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
+0.50%
3 Months
+0.78%
6 Months
+1.23%
YTD
+1.92%
1 Year
+3.75%
3 Years (annualized)
+5.53%
5 Years (annualized)
+3.50%
10 Years (annualized)
+2.02%

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)
+1.92%
Peer Avg (YTD)
+0.20%
vs Peers
+1.71%

JUCSX Mutual Fund Performance

JUCSX performance across multiple time periods: 1-month 0.50%, YTD 1.92%, 1-year 3.75%, 3-year 5.53%, 5-year 3.50%, 10-year 2.02%.

JUCSX returns outperform the peer average of 0.20% 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.