JUCCX Mutual Fund

NAV$9.01

Returns Overview

1 Month
+0.25%
3 Months
+1.10%
6 Months
+1.16%
YTD
+1.05%
1 Year
+4.30%
3 Years (annualized)
+5.16%
5 Years (annualized)
+2.86%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCCX 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)
+1.05%
Peer Avg (YTD)
+0.99%
vs Peers
+0.06%

JUCCX Mutual Fund Performance

JUCCX performance across multiple time periods: 1-month 0.25%, YTD 1.05%, 1-year 4.30%, 3-year 5.16%, 5-year 2.86%, 10-year 1.56%.

JUCCX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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