JUSYX Mutual Fund

NAV$21.64

Returns Overview

1 Month
-4.21%
3 Months
+6.92%
6 Months
+10.41%
YTD
+16.97%
1 Year
+40.60%
3 Years (annualized)
+17.51%
5 Years (annualized)
+8.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSYX 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)
+16.97%
Peer Avg (YTD)
+18.52%
vs Peers
-1.55%

JUSYX Mutual Fund Performance

JUSYX performance across multiple time periods: 1-month -4.21%, YTD 16.97%, 1-year 40.60%, 3-year 17.51%, 5-year 8.48%.

JUSYX 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.

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