JAADX Mutual Fund

JAADX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
+2.80%
3 Months
+1.47%
6 Months
+2.37%
YTD
+7.53%
1 Year
+20.18%
3 Years (annualized)
+15.40%
5 Years (annualized)
+6.70%
10 Years (annualized)
+7.93%

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
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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
Msci World Ex US Small Cap Index(.dMIWOU00S0NUS)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+15.31%
vs Peers
-7.78%

JAADX Mutual Fund Performance

JAADX performance across multiple time periods: 1-month 2.80%, YTD 7.53%, 1-year 20.18%, 3-year 15.40%, 5-year 6.70%, 10-year 7.93%.

JAADX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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