JULCX Mutual Fund

JULCX Mutual Fund

NAV$12.17
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Returns Overview

1 Month
+0.91%
3 Months
-0.58%
6 Months
+0.14%
YTD
+2.20%
1 Year
+3.05%
3 Years (annualized)
+8.86%
5 Years (annualized)
+2.77%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULCX 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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+3.07%
vs Peers
-0.87%

JULCX Mutual Fund Performance

JULCX performance across multiple time periods: 1-month 0.91%, YTD 2.20%, 1-year 3.05%, 3-year 8.86%, 5-year 2.77%, 10-year 4.24%.

JULCX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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