JUSMX Mutual Fund

JUSMX Mutual Fund

NAV$22.71
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Returns Overview

1 Month
-3.72%
3 Months
+5.42%
6 Months
+13.18%
YTD
+19.45%
1 Year
+33.41%
3 Years (annualized)
+14.04%
5 Years (annualized)
+8.43%
10 Years (annualized)
+10.48%

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)
+19.45%
Peer Avg (YTD)
+15.31%
vs Peers
+4.14%

JUSMX Mutual Fund Performance

JUSMX performance across multiple time periods: 1-month -3.72%, YTD 19.45%, 1-year 33.41%, 3-year 14.04%, 5-year 8.43%, 10-year 10.48%.

JUSMX returns outperform the peer average of 15.31% 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.