JUCAX Mutual Fund

NAV$8.99

Returns Overview

1 Month
+0.42%
3 Months
+1.49%
6 Months
+1.62%
YTD
+1.62%
1 Year
+5.25%
3 Years (annualized)
+5.94%
5 Years (annualized)
+3.60%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+0.99%
vs Peers
+0.63%

JUCAX Mutual Fund Performance

JUCAX performance across multiple time periods: 1-month 0.42%, YTD 1.62%, 1-year 5.25%, 3-year 5.94%, 5-year 3.60%, 10-year 2.28%.

JUCAX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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