JUEMX Mutual Fund

NAV$28.97

Returns Overview

1 Month
-1.42%
3 Months
+13.23%
6 Months
+4.55%
YTD
+4.32%
1 Year
+14.19%
3 Years (annualized)
+18.99%
5 Years (annualized)
+12.60%
10 Years (annualized)
+15.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+9.51%
vs Peers
-5.19%

JUEMX Mutual Fund Performance

JUEMX performance across multiple time periods: 1-month -1.42%, YTD 4.32%, 1-year 14.19%, 3-year 18.99%, 5-year 12.60%, 10-year 15.88%.

JUEMX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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