JADIX Mutual Fund

JADIX Mutual Fund

NAV$29.93
See how much of JADIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.42%
3 Months
+3.47%
6 Months
+7.00%
YTD
+8.61%
1 Year
+17.83%
3 Years (annualized)
+16.42%
5 Years (annualized)
+12.13%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+11.41%
vs Peers
-2.80%

JADIX Mutual Fund Performance

JADIX performance across multiple time periods: 1-month 4.42%, YTD 8.61%, 1-year 17.83%, 3-year 16.42%, 5-year 12.13%, 10-year 13.49%.

JADIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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