JUEZX Mutual Fund

JUEZX Mutual Fund

NAV$28.01
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Returns Overview

1 Month
-0.69%
3 Months
+1.15%
6 Months
+2.95%
YTD
+3.19%
1 Year
+8.75%
3 Years (annualized)
+14.66%
5 Years (annualized)
+9.82%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEZX 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)
+3.19%
Peer Avg (YTD)
+9.41%
vs Peers
-6.23%

JUEZX Mutual Fund Performance

JUEZX performance across multiple time periods: 1-month -0.69%, YTD 3.19%, 1-year 8.75%, 3-year 14.66%, 5-year 9.82%, 10-year 13.91%.

JUEZX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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