JUSYX Mutual Fund

JUSYX Mutual Fund

NAV$22.59
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Returns Overview

1 Month
-3.70%
3 Months
+5.40%
6 Months
+13.15%
YTD
+19.40%
1 Year
+33.33%
3 Years (annualized)
+13.95%
5 Years (annualized)
+8.33%
10 Years (annualized)
+10.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSYX 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)
+19.40%
Peer Avg (YTD)
+15.31%
vs Peers
+4.09%

JUSYX Mutual Fund Performance

JUSYX performance across multiple time periods: 1-month -3.70%, YTD 19.40%, 1-year 33.33%, 3-year 13.95%, 5-year 8.33%, 10-year 10.38%.

JUSYX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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