JULBX Mutual Fund

NAV$14.83

Returns Overview

1 Month
+0.46%
3 Months
+9.99%
6 Months
+9.05%
YTD
+8.49%
1 Year
+16.48%
3 Years (annualized)
+11.85%
5 Years (annualized)
+5.40%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULBX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+5.87%
vs Peers
+2.62%

JULBX Mutual Fund Performance

JULBX performance across multiple time periods: 1-month 0.46%, YTD 8.49%, 1-year 16.48%, 3-year 11.85%, 5-year 5.40%, 10-year 8.20%.

JULBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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