JIUCX Mutual Fund

NAV$21.91

Returns Overview

1 Month
+4.23%
3 Months
+6.51%
6 Months
+6.15%
YTD
+12.94%
1 Year
+28.51%
3 Years (annualized)
+23.84%
5 Years (annualized)
+14.57%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIUCX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.94%
Peer Avg (YTD)
+9.57%
vs Peers
+3.37%

JIUCX Mutual Fund Performance

JIUCX performance across multiple time periods: 1-month 4.23%, YTD 12.94%, 1-year 28.51%, 3-year 23.84%, 5-year 14.57%, 10-year 10.21%.

JIUCX returns outperform the peer average of 9.57% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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