JULAX Mutual Fund

JULAX Mutual Fund

NAV$16.66
See how much of JULAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.25%
3 Months
-1.90%
6 Months
+13.01%
YTD
+10.59%
1 Year
+14.45%
3 Years (annualized)
+17.45%
5 Years (annualized)
+8.10%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULAX 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
Morningstar US Aggressive Target Allocation Index(MSUSATAI)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+6.10%
vs Peers
+4.49%

JULAX Mutual Fund Performance

JULAX performance across multiple time periods: 1-month -2.25%, YTD 10.59%, 1-year 14.45%, 3-year 17.45%, 5-year 8.10%, 10-year 11.25%.

JULAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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