JULCX Mutual Fund

JULCX Mutual Fund

NAV$12.19
See how much of JULCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.80%
3 Months
+0.33%
6 Months
-0.08%
YTD
+3.71%
1 Year
+6.43%
3 Years (annualized)
+3.62%
5 Years (annualized)
-2.19%
10 Years (annualized)
-0.42%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+3.78%
vs Peers
-0.07%

JULCX Mutual Fund Performance

JULCX performance across multiple time periods: 1-month 0.80%, YTD 3.71%, 1-year 6.43%, 3-year 3.62%, 5-year -2.19%, 10-year -0.42%.

JULCX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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