JUEZX Mutual Fund

JUEZX Mutual Fund

NAV$28.18
See how much of JUEZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.50%
3 Months
+0.25%
6 Months
+8.19%
YTD
+5.77%
1 Year
+10.09%
3 Years (annualized)
+16.60%
5 Years (annualized)
+10.04%
10 Years (annualized)
+14.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.77%
Peer Avg (YTD)
+11.21%
vs Peers
-5.45%

JUEZX Mutual Fund Performance

JUEZX performance across multiple time periods: 1-month 2.50%, YTD 5.77%, 1-year 10.09%, 3-year 16.60%, 5-year 10.04%, 10-year 14.26%.

JUEZX returns trail the peer average of 11.21% 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.