JULGX Mutual Fund

NAV$16.01

Returns Overview

1 Month
+0.50%
3 Months
+12.71%
6 Months
+11.61%
YTD
+10.76%
1 Year
+20.68%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULGX 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 Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+6.73%
vs Peers
+4.03%

JULGX Mutual Fund Performance

JULGX performance across multiple time periods: 1-month 0.50%, YTD 10.76%, 1-year 20.68%, 3-year 13.99%, 5-year 6.59%, 10-year 9.85%.

JULGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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