JUCIX Mutual Fund

JUCIX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
-0.78%
3 Months
-0.32%
6 Months
+1.20%
YTD
+1.39%
1 Year
+2.72%
3 Years (annualized)
+5.96%
5 Years (annualized)
+3.84%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUCIX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
-1.59%
vs Peers
+2.98%

JUCIX Mutual Fund Performance

JUCIX performance across multiple time periods: 1-month -0.78%, YTD 1.39%, 1-year 2.72%, 3-year 5.96%, 5-year 3.84%, 10-year 2.44%.

JUCIX returns outperform the peer average of -1.59% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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