JTUAX Mutual Fund

NAV$20.72

Returns Overview

1 Month
-4.25%
3 Months
+6.80%
6 Months
+10.15%
YTD
+16.67%
1 Year
+40.07%
3 Years (annualized)
+17.09%
5 Years (annualized)
+12.59%
10 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTUAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+18.52%
vs Peers
-1.86%

JTUAX Mutual Fund Performance

JTUAX performance across multiple time periods: 1-month -4.25%, YTD 16.67%, 1-year 40.07%, 3-year 17.09%, 5-year 12.59%, 10-year 13.27%.

JTUAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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