JULCX Mutual Fund

JULCX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
-2.26%
3 Months
-2.18%
6 Months
+2.02%
YTD
+1.28%
1 Year
+2.79%
3 Years (annualized)
+3.62%
5 Years (annualized)
-2.19%
10 Years (annualized)
-0.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULCX 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
Morningstar US Conservative Target Allocation Index(MSTARUSCTAI)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+2.46%
vs Peers
-1.18%

JULCX Mutual Fund Performance

JULCX performance across multiple time periods: 1-month -2.26%, YTD 1.28%, 1-year 2.79%, 3-year 3.62%, 5-year -2.19%, 10-year -0.42%.

JULCX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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