JAADX Mutual Fund

NAV$17.88

Returns Overview

1 Month
-3.83%
3 Months
+4.28%
6 Months
+5.19%
YTD
+4.60%
1 Year
+15.55%
3 Years (annualized)
+14.10%
5 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JAADX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+18.52%
vs Peers
-13.92%

JAADX Mutual Fund Performance

JAADX performance across multiple time periods: 1-month -3.83%, YTD 4.60%, 1-year 15.55%, 3-year 14.10%, 5-year 2.37%.

JAADX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

JAADX performance comparison shows side-by-side returns with another fund. JAADX alternatives are available in the Mutual Fund Screener.