JUEQX Mutual Fund

JUEQX Mutual Fund

NAV$28.83
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Returns Overview

1 Month
-1.46%
3 Months
+13.11%
6 Months
+4.41%
YTD
+4.18%
1 Year
+13.90%
3 Years (annualized)
+16.80%
5 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEQX 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)
+4.18%
Peer Avg (YTD)
+9.51%
vs Peers
-5.33%

JUEQX Mutual Fund Performance

JUEQX performance across multiple time periods: 1-month -1.46%, YTD 4.18%, 1-year 13.90%, 3-year 16.80%, 5-year 11.23%.

JUEQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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