JULMX Mutual Fund

JULMX Mutual Fund

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Returns Overview

1 Month
+1.22%
3 Months
+0.43%
6 Months
+3.11%
YTD
+6.22%
1 Year
+10.20%
3 Years (annualized)
+9.76%
5 Years (annualized)
+4.02%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULMX 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 Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+6.22%
Peer Avg (YTD)
+3.78%
vs Peers
+2.44%

JULMX Mutual Fund Performance

JULMX performance across multiple time periods: 1-month 1.22%, YTD 6.22%, 1-year 10.20%, 3-year 9.76%, 5-year 4.02%, 10-year 6.06%.

JULMX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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