JUSPX Mutual Fund

JUSPX Mutual Fund

NAV$19.73
See how much of JUSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.49%
3 Months
-7.74%
6 Months
+13.28%
YTD
+12.96%
1 Year
+16.87%
3 Years (annualized)
+15.33%
5 Years (annualized)
+7.46%
10 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSPX 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)
+12.96%
Peer Avg (YTD)
+10.34%
vs Peers
+2.61%

JUSPX Mutual Fund Performance

JUSPX performance across multiple time periods: 1-month -4.49%, YTD 12.96%, 1-year 16.87%, 3-year 15.33%, 5-year 7.46%, 10-year 9.94%.

JUSPX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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