JUECX Mutual Fund

JUECX Mutual Fund

NAV$26.70
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Returns Overview

1 Month
-1.09%
3 Months
+0.61%
6 Months
+13.58%
YTD
+4.46%
1 Year
+4.99%
3 Years (annualized)
+16.31%
5 Years (annualized)
+9.76%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+9.98%
vs Peers
-5.53%

JUECX Mutual Fund Performance

JUECX performance across multiple time periods: 1-month -1.09%, YTD 4.46%, 1-year 4.99%, 3-year 16.31%, 5-year 9.76%, 10-year 13.98%.

JUECX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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