JUSRX Mutual Fund

JUSRX Mutual Fund

NAV$28.82
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Returns Overview

1 Month
-1.00%
3 Months
+0.87%
6 Months
+14.14%
YTD
+5.18%
1 Year
+5.97%
3 Years (annualized)
+17.37%
5 Years (annualized)
+10.76%
10 Years (annualized)
+15.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JUSRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.18%
Peer Avg (YTD)
+9.98%
vs Peers
-4.80%

JUSRX Mutual Fund Performance

JUSRX performance across multiple time periods: 1-month -1.00%, YTD 5.18%, 1-year 5.97%, 3-year 17.37%, 5-year 10.76%, 10-year 15.00%.

JUSRX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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