JUSSX Mutual Fund

NAV$21.76

Returns Overview

1 Month
-4.23%
3 Months
+6.93%
6 Months
+10.40%
YTD
+16.93%
1 Year
+40.63%
3 Years (annualized)
+17.52%
5 Years (annualized)
+8.48%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSSX 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)
+16.93%
Peer Avg (YTD)
+18.52%
vs Peers
-1.60%

JUSSX Mutual Fund Performance

JUSSX performance across multiple time periods: 1-month -4.23%, YTD 16.93%, 1-year 40.63%, 3-year 17.52%, 5-year 8.48%, 10-year 11.42%.

JUSSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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