JUEZX Mutual Fund

NAV$28.06

Returns Overview

1 Month
-1.51%
3 Months
+12.95%
6 Months
+4.14%
YTD
+3.91%
1 Year
+13.33%
3 Years (annualized)
+16.21%
5 Years (annualized)
+10.67%
10 Years (annualized)
+14.46%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+9.51%
vs Peers
-5.60%

JUEZX Mutual Fund Performance

JUEZX performance across multiple time periods: 1-month -1.51%, YTD 3.91%, 1-year 13.33%, 3-year 16.21%, 5-year 10.67%, 10-year 14.46%.

JUEZX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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