JUTUX Mutual Fund

JUTUX Mutual Fund

NAV$30.79
See how much of JUTUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
-0.32%
6 Months
+1.61%
YTD
+5.83%
1 Year
+7.29%
3 Years (annualized)
+14.83%
5 Years (annualized)
+5.60%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.83%
Peer Avg (YTD)
+6.70%
vs Peers
-0.87%

JUTUX Mutual Fund Performance

JUTUX performance across multiple time periods: 1-month 0.36%, YTD 5.83%, 1-year 7.29%, 3-year 14.83%, 5-year 5.60%, 10-year 7.94%.

JUTUX returns trail the peer average of 6.70% 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.