JUEAX Mutual Fund

JUEAX Mutual Fund

NAV$28.46
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Returns Overview

1 Month
+2.56%
3 Months
+0.34%
6 Months
+8.35%
YTD
+5.96%
1 Year
+10.36%
3 Years (annualized)
+16.90%
5 Years (annualized)
+10.32%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEAX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+11.21%
vs Peers
-5.25%

JUEAX Mutual Fund Performance

JUEAX performance across multiple time periods: 1-month 2.56%, YTD 5.96%, 1-year 10.36%, 3-year 16.90%, 5-year 10.32%, 10-year 14.55%.

JUEAX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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