JUEAX Mutual Fund

NAV$28.58

Returns Overview

1 Month
-1.46%
3 Months
+13.03%
6 Months
+4.29%
YTD
+4.06%
1 Year
+13.61%
3 Years (annualized)
+16.51%
5 Years (annualized)
+10.95%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.06%
Peer Avg (YTD)
+9.51%
vs Peers
-5.45%

JUEAX Mutual Fund Performance

JUEAX performance across multiple time periods: 1-month -1.46%, YTD 4.06%, 1-year 13.61%, 3-year 16.51%, 5-year 10.95%, 10-year 14.71%.

JUEAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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