JULAX Mutual Fund

JULAX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
+2.24%
3 Months
+0.96%
6 Months
+7.72%
YTD
+13.14%
1 Year
+20.72%
3 Years (annualized)
+17.45%
5 Years (annualized)
+8.10%
10 Years (annualized)
+11.25%

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
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📉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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+13.14%
Peer Avg (YTD)
+7.17%
vs Peers
+5.96%

JULAX Mutual Fund Performance

JULAX performance across multiple time periods: 1-month 2.24%, YTD 13.14%, 1-year 20.72%, 3-year 17.45%, 5-year 8.10%, 10-year 11.25%.

JULAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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