JULCX Mutual Fund

NAV$12.54

Returns Overview

1 Month
+0.25%
3 Months
+4.30%
6 Months
+3.62%
YTD
+3.54%
1 Year
+8.19%
3 Years (annualized)
+7.96%
5 Years (annualized)
+3.20%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+4.14%
vs Peers
-0.60%

JULCX Mutual Fund Performance

JULCX performance across multiple time periods: 1-month 0.25%, YTD 3.54%, 1-year 8.19%, 3-year 7.96%, 5-year 3.20%, 10-year 4.53%.

JULCX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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