JULGX Mutual Fund

JULGX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
-1.50%
3 Months
+2.61%
6 Months
+6.36%
YTD
+9.09%
1 Year
+18.32%
3 Years (annualized)
+13.77%
5 Years (annualized)
+7.07%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+6.57%
vs Peers
+2.52%

JULGX Mutual Fund Performance

JULGX performance across multiple time periods: 1-month -1.50%, YTD 9.09%, 1-year 18.32%, 3-year 13.77%, 5-year 7.07%, 10-year 9.73%.

JULGX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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