JUEPX Mutual Fund

NAV$28.41

Returns Overview

1 Month
-1.47%
3 Months
+13.07%
6 Months
+4.28%
YTD
+4.08%
1 Year
+13.61%
3 Years (annualized)
+18.48%
5 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEPX 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)
+4.08%
Peer Avg (YTD)
+9.51%
vs Peers
-5.43%

JUEPX Mutual Fund Performance

JUEPX performance across multiple time periods: 1-month -1.47%, YTD 4.08%, 1-year 13.61%, 3-year 18.48%, 5-year 12.07%.

JUEPX 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.

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