JACDX Mutual Fund

JACDX Mutual Fund

NAV$11.11
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Returns Overview

1 Month
-5.30%
3 Months
+0.55%
6 Months
+6.34%
YTD
+12.36%
1 Year
+10.64%
3 Years (annualized)
+8.52%
5 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACDX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+6.23%
vs Peers
+6.13%

JACDX Mutual Fund Performance

JACDX performance across multiple time periods: 1-month -5.30%, YTD 12.36%, 1-year 10.64%, 3-year 8.52%, 5-year 4.09%.

JACDX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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