JUSRX Mutual Fund

JUSRX Mutual Fund

NAV$28.08
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Returns Overview

1 Month
-0.68%
3 Months
+1.28%
6 Months
+3.23%
YTD
+3.57%
1 Year
+9.44%
3 Years (annualized)
+15.84%
5 Years (annualized)
+10.79%
10 Years (annualized)
+14.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+9.41%
vs Peers
-5.84%

JUSRX Mutual Fund Performance

JUSRX performance across multiple time periods: 1-month -0.68%, YTD 3.57%, 1-year 9.44%, 3-year 15.84%, 5-year 10.79%, 10-year 14.79%.

JUSRX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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