JADFX Mutual Fund

JADFX Mutual Fund

NAV$9.14
See how much of JADFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.26%
3 Months
-0.80%
6 Months
-1.03%
YTD
-0.68%
1 Year
+2.65%
3 Years (annualized)
+3.84%
5 Years (annualized)
-0.67%
10 Years (annualized)
+1.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.68%
Peer Avg (YTD)
+0.12%
vs Peers
-0.80%

JADFX Mutual Fund Performance

JADFX performance across multiple time periods: 1-month -1.26%, YTD -0.68%, 1-year 2.65%, 3-year 3.84%, 5-year -0.67%, 10-year 1.42%.

JADFX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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