JUESX Mutual Fund

JUESX Mutual Fund

NAV$28.05
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Returns Overview

1 Month
-0.39%
3 Months
+1.09%
6 Months
+2.34%
YTD
+4.62%
1 Year
+4.23%
3 Years (annualized)
+18.82%
5 Years (annualized)
+9.34%
10 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUESX 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)
+4.62%
Peer Avg (YTD)
+10.80%
vs Peers
-6.18%

JUESX Mutual Fund Performance

JUESX performance across multiple time periods: 1-month -0.39%, YTD 4.62%, 1-year 4.23%, 3-year 18.82%, 5-year 9.34%, 10-year 14.66%.

JUESX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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