JUSRX Mutual Fund

NAV$29.01

Returns Overview

1 Month
-1.42%
3 Months
+13.16%
6 Months
+4.51%
YTD
+4.28%
1 Year
+14.07%
3 Years (annualized)
+16.99%
5 Years (annualized)
+11.40%
10 Years (annualized)
+15.21%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+9.51%
vs Peers
-5.23%

JUSRX Mutual Fund Performance

JUSRX performance across multiple time periods: 1-month -1.42%, YTD 4.28%, 1-year 14.07%, 3-year 16.99%, 5-year 11.40%, 10-year 15.21%.

JUSRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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