JAADX Mutual Fund

JAADX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
+4.34%
3 Months
+3.15%
6 Months
+1.63%
YTD
+12.20%
1 Year
+19.60%
3 Years (annualized)
+16.49%
5 Years (annualized)
+3.03%
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)
+12.20%
Peer Avg (YTD)
+15.20%
vs Peers
-3.00%

JAADX Mutual Fund Performance

JAADX performance across multiple time periods: 1-month 4.34%, YTD 12.20%, 1-year 19.60%, 3-year 16.49%, 5-year 3.03%, 10-year 7.93%.

JAADX returns trail the peer average of 15.20% 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.