JADAX Mutual Fund

NAV$10.86

Returns Overview

3 Months
-5.50%
6 Months
+0.06%
YTD
+6.73%
1 Year
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADAX 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
JH Multi-Index 2065 Preservation Custom Index
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+2.30%
vs Peers
+4.43%

JADAX Mutual Fund Performance

JADAX performance across multiple time periods: YTD 6.73%, 1-year 10.60%.

JADAX returns outperform the peer average of 2.30% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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