JIUCX Mutual Fund

JIUCX Mutual Fund

NAV$21.69
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Returns Overview

1 Month
-3.24%
3 Months
+3.76%
6 Months
+8.46%
YTD
+12.32%
1 Year
+22.95%
3 Years (annualized)
+26.21%
5 Years (annualized)
+15.95%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIUCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+8.67%
vs Peers
+3.65%

JIUCX Mutual Fund Performance

JIUCX performance across multiple time periods: 1-month -3.24%, YTD 12.32%, 1-year 22.95%, 3-year 26.21%, 5-year 15.95%, 10-year 10.30%.

JIUCX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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