JUTUX Mutual Fund

JUTUX Mutual Fund

NAV$30.75
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Returns Overview

1 Month
+1.42%
3 Months
+0.80%
6 Months
+4.32%
YTD
+7.68%
1 Year
+13.10%
3 Years (annualized)
+13.16%
5 Years (annualized)
+6.04%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUTUX 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
JPM SMARTRETIREMENT BLEND 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+8.76%
vs Peers
-1.07%

JUTUX Mutual Fund Performance

JUTUX performance across multiple time periods: 1-month 1.42%, YTD 7.68%, 1-year 13.10%, 3-year 13.16%, 5-year 6.04%, 10-year 7.94%.

JUTUX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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