JUEPX Mutual Fund

JUEPX Mutual Fund

NAV$28.54
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Returns Overview

1 Month
+2.54%
3 Months
+0.31%
6 Months
+8.32%
YTD
+5.96%
1 Year
+10.34%
3 Years (annualized)
+16.89%
5 Years (annualized)
+10.31%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEPX 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)
+5.96%
Peer Avg (YTD)
+11.21%
vs Peers
-5.25%

JUEPX Mutual Fund Performance

JUEPX performance across multiple time periods: 1-month 2.54%, YTD 5.96%, 1-year 10.34%, 3-year 16.89%, 5-year 10.31%, 10-year 14.32%.

JUEPX 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.

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