JUCAX Mutual Fund

JUCAX Mutual Fund

NAV$8.89
See how much of JUCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.80%
3 Months
-0.40%
6 Months
+1.09%
YTD
+1.22%
1 Year
+2.49%
3 Years (annualized)
+5.72%
5 Years (annualized)
+3.69%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
-1.59%
vs Peers
+2.81%

JUCAX Mutual Fund Performance

JUCAX performance across multiple time periods: 1-month -0.80%, YTD 1.22%, 1-year 2.49%, 3-year 5.72%, 5-year 3.69%, 10-year 2.23%.

JUCAX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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