JUSOX Mutual Fund

JUSOX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
+0.28%
3 Months
+9.01%
6 Months
-7.70%
YTD
-3.33%
1 Year
+0.66%
3 Years (annualized)
+8.94%
5 Years (annualized)
+11.71%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSOX 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)
-3.33%
Peer Avg (YTD)
-0.91%
vs Peers
-2.42%

JUSOX Mutual Fund Performance

JUSOX performance across multiple time periods: 1-month 0.28%, YTD -3.33%, 1-year 0.66%, 3-year 8.94%, 5-year 11.71%, 10-year 8.82%.

JUSOX returns trail the peer average of -0.91% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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