JUEQX Mutual Fund

JUEQX Mutual Fund

NAV$28.24
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Returns Overview

1 Month
-0.68%
3 Months
+1.25%
6 Months
+3.17%
YTD
+3.47%
1 Year
+9.29%
3 Years (annualized)
+15.67%
5 Years (annualized)
+10.63%
10 Years (annualized)
+14.61%

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)
+3.47%
Peer Avg (YTD)
+9.41%
vs Peers
-5.94%

JUEQX Mutual Fund Performance

JUEQX performance across multiple time periods: 1-month -0.68%, YTD 3.47%, 1-year 9.29%, 3-year 15.67%, 5-year 10.63%, 10-year 14.61%.

JUEQX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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