JUCDX Mutual Fund

NAV$9.00

Returns Overview

1 Month
+0.32%
3 Months
+1.40%
6 Months
+1.58%
YTD
+1.58%
1 Year
+5.19%
3 Years (annualized)
+6.10%
5 Years (annualized)
+3.77%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCDX 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)
+1.58%
Peer Avg (YTD)
+0.99%
vs Peers
+0.58%

JUCDX Mutual Fund Performance

JUCDX performance across multiple time periods: 1-month 0.32%, YTD 1.58%, 1-year 5.19%, 3-year 6.10%, 5-year 3.77%, 10-year 2.34%.

JUCDX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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