JUEPX Mutual Fund

JUEPX Mutual Fund

NAV$27.66
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Returns Overview

1 Month
-0.72%
3 Months
+1.16%
6 Months
+3.02%
YTD
+3.33%
1 Year
+8.98%
3 Years (annualized)
+15.36%
5 Years (annualized)
+10.35%
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)
+3.33%
Peer Avg (YTD)
+9.41%
vs Peers
-6.08%

JUEPX Mutual Fund Performance

JUEPX performance across multiple time periods: 1-month -0.72%, YTD 3.33%, 1-year 8.98%, 3-year 15.36%, 5-year 10.35%, 10-year 14.32%.

JUEPX returns trail the peer average of 9.41% 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.