JTUCX Mutual Fund

JTUCX Mutual Fund

NAV$17.52
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Returns Overview

1 Month
-4.56%
3 Months
-7.86%
6 Months
+12.98%
YTD
+12.55%
1 Year
+16.30%
3 Years (annualized)
+14.79%
5 Years (annualized)
+6.95%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTUCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+10.34%
vs Peers
+2.21%

JTUCX Mutual Fund Performance

JTUCX performance across multiple time periods: 1-month -4.56%, YTD 12.55%, 1-year 16.30%, 3-year 14.79%, 5-year 6.95%, 10-year 9.23%.

JTUCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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