JUSMX Mutual Fund

JUSMX Mutual Fund

NAV$21.04
See how much of JUSMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.44%
3 Months
-7.62%
6 Months
+13.56%
YTD
+13.32%
1 Year
+17.45%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.00%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSMX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+10.34%
vs Peers
+2.98%

JUSMX Mutual Fund Performance

JUSMX performance across multiple time periods: 1-month -4.44%, YTD 13.32%, 1-year 17.45%, 3-year 15.88%, 5-year 8.00%, 10-year 10.32%.

JUSMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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