JUEMX Mutual Fund

JUEMX Mutual Fund

NAV$28.05
See how much of JUEMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.67%
3 Months
+1.30%
6 Months
+3.31%
YTD
+3.62%
1 Year
+9.57%
3 Years (annualized)
+15.96%
5 Years (annualized)
+10.91%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+9.41%
vs Peers
-5.80%

JUEMX Mutual Fund Performance

JUEMX performance across multiple time periods: 1-month -0.67%, YTD 3.62%, 1-year 9.57%, 3-year 15.96%, 5-year 10.91%, 10-year 14.90%.

JUEMX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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