JULGX Mutual Fund

JULGX Mutual Fund

NAV$15.81
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Returns Overview

1 Month
-2.31%
3 Months
-1.88%
6 Months
+10.59%
YTD
+8.67%
1 Year
+12.08%
3 Years (annualized)
+15.54%
5 Years (annualized)
+7.14%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JULGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderately Aggressive Target Allocation Index
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+6.10%
vs Peers
+2.57%

JULGX Mutual Fund Performance

JULGX performance across multiple time periods: 1-month -2.31%, YTD 8.67%, 1-year 12.08%, 3-year 15.54%, 5-year 7.14%, 10-year 9.87%.

JULGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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