JUSMX Mutual Fund

JUSMX Mutual Fund

NAV$21.08
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Returns Overview

3 Months
-4.05%
6 Months
+1.15%
YTD
+13.32%
1 Year
+15.84%
3 Years (annualized)
+19.31%
5 Years (annualized)
+6.50%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSMX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+12.21%
vs Peers
+1.11%

JUSMX Mutual Fund Performance

JUSMX performance across multiple time periods: YTD 13.32%, 1-year 15.84%, 3-year 19.31%, 5-year 6.50%, 10-year 10.23%.

JUSMX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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