JUECX Mutual Fund

JUECX Mutual Fund

NAV$26.68
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Returns Overview

1 Month
-0.73%
3 Months
+1.05%
6 Months
+2.82%
YTD
+3.06%
1 Year
+8.47%
3 Years (annualized)
+14.81%
5 Years (annualized)
+9.81%
10 Years (annualized)
+13.76%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.06%
Peer Avg (YTD)
+9.41%
vs Peers
-6.35%

JUECX Mutual Fund Performance

JUECX performance across multiple time periods: 1-month -0.73%, YTD 3.06%, 1-year 8.47%, 3-year 14.81%, 5-year 9.81%, 10-year 13.76%.

JUECX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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