JUSQX Mutual Fund

JUSQX Mutual Fund

NAV$20.96
See how much of JUSQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.37%
3 Months
+1.07%
6 Months
+12.19%
YTD
+19.76%
1 Year
+26.03%
3 Years (annualized)
+15.61%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSQX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.76%
Peer Avg (YTD)
+15.20%
vs Peers
+4.56%

JUSQX Mutual Fund Performance

JUSQX performance across multiple time periods: 1-month 0.37%, YTD 19.76%, 1-year 26.03%, 3-year 15.61%, 5-year 7.73%, 10-year 10.20%.

JUSQX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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