JUEQX Mutual Fund

JUEQX Mutual Fund

NAV$28.29
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Returns Overview

1 Month
-1.01%
3 Months
+0.83%
6 Months
+14.05%
YTD
+5.05%
1 Year
+5.81%
3 Years (annualized)
+22.23%
5 Years (annualized)
+16.67%
10 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUEQX 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)
+5.05%
Peer Avg (YTD)
+9.98%
vs Peers
-4.94%

JUEQX Mutual Fund Performance

JUEQX performance across multiple time periods: 1-month -1.01%, YTD 5.05%, 1-year 5.81%, 3-year 22.23%, 5-year 16.67%, 10-year 14.61%.

JUEQX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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