JULBX Mutual Fund

JULBX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
+1.65%
3 Months
+0.73%
6 Months
+4.79%
YTD
+8.78%
1 Year
+14.03%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.11%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULBX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+6.28%
vs Peers
+2.50%

JULBX Mutual Fund Performance

JULBX performance across multiple time periods: 1-month 1.65%, YTD 8.78%, 1-year 14.03%, 3-year 11.93%, 5-year 5.11%, 10-year 7.85%.

JULBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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