JULMX Mutual Fund

JULMX Mutual Fund

NAV$12.85
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Returns Overview

1 Month
+0.23%
3 Months
-0.78%
6 Months
+0.49%
YTD
+4.12%
1 Year
+5.25%
3 Years (annualized)
+11.44%
5 Years (annualized)
+3.88%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULMX 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 Moderately Conservative Target Allocation Index
This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+3.07%
vs Peers
+1.05%

JULMX Mutual Fund Performance

JULMX performance across multiple time periods: 1-month 0.23%, YTD 4.12%, 1-year 5.25%, 3-year 11.44%, 5-year 3.88%, 10-year 6.05%.

JULMX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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