JUECX Mutual Fund

JUECX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
-0.46%
3 Months
+0.89%
6 Months
+1.95%
YTD
+3.98%
1 Year
+3.45%
3 Years (annualized)
+18.36%
5 Years (annualized)
+8.75%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUECX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+17.72%
vs Peers
-13.74%

JUECX Mutual Fund Performance

JUECX performance across multiple time periods: 1-month -0.46%, YTD 3.98%, 1-year 3.45%, 3-year 18.36%, 5-year 8.75%, 10-year 13.93%.

JUECX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

JUECX vs another fund shows side-by-side returns. JUECX alternatives are available in the Mutual Fund Screener.