JUSQX Mutual Fund

NAV$21.53

Returns Overview

1 Month
-4.23%
3 Months
+6.85%
6 Months
+10.30%
YTD
+16.82%
1 Year
+40.35%
3 Years (annualized)
+17.33%
5 Years (annualized)
+12.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSQX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.82%
Peer Avg (YTD)
+18.52%
vs Peers
-1.70%

JUSQX Mutual Fund Performance

JUSQX performance across multiple time periods: 1-month -4.23%, YTD 16.82%, 1-year 40.35%, 3-year 17.33%, 5-year 12.75%.

JUSQX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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