JUSPX Mutual Fund

JUSPX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
-0.05%
3 Months
-4.17%
6 Months
+0.87%
YTD
+12.90%
1 Year
+15.30%
3 Years (annualized)
+18.70%
5 Years (annualized)
+5.97%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSPX 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)
+12.90%
Peer Avg (YTD)
+12.21%
vs Peers
+0.69%

JUSPX Mutual Fund Performance

JUSPX performance across multiple time periods: 1-month -0.05%, YTD 12.90%, 1-year 15.30%, 3-year 18.70%, 5-year 5.97%, 10-year 9.68%.

JUSPX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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