JULAX Mutual Fund

NAV$17.01
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.60%
3 Months
+15.21%
6 Months
+13.73%
YTD
+12.73%
1 Year
+23.98%
3 Years (annualized)
+15.76%
5 Years (annualized)
+7.47%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+6.73%
vs Peers
+6.01%

JULAX Mutual Fund Performance

JULAX performance across multiple time periods: 1-month 0.60%, YTD 12.73%, 1-year 23.98%, 3-year 15.76%, 5-year 7.47%, 10-year 11.28%.

JULAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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