JUSSX Mutual Fund

JUSSX Mutual Fund

NAV$21.05
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Returns Overview

3 Months
-4.10%
6 Months
+1.10%
YTD
+13.22%
1 Year
+15.76%
3 Years (annualized)
+19.18%
5 Years (annualized)
+6.40%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSSX 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
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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)
+13.22%
Peer Avg (YTD)
+12.21%
vs Peers
+1.01%

JUSSX Mutual Fund Performance

JUSSX performance across multiple time periods: YTD 13.22%, 1-year 15.76%, 3-year 19.18%, 5-year 6.40%, 10-year 10.12%.

JUSSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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