JUECX Mutual Fund

NAV$26.90
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Returns Overview

1 Month
-1.51%
3 Months
+12.89%
6 Months
+4.03%
YTD
+3.82%
1 Year
+13.03%
3 Years (annualized)
+15.90%
5 Years (annualized)
+10.39%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUECX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+9.51%
vs Peers
-5.69%

JUECX Mutual Fund Performance

JUECX performance across multiple time periods: 1-month -1.51%, YTD 3.82%, 1-year 13.03%, 3-year 15.90%, 5-year 10.39%, 10-year 14.16%.

JUECX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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