JADJX Mutual Fund

JADJX Mutual Fund

NAV$30.73
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Returns Overview

1 Month
+4.38%
3 Months
+3.40%
6 Months
+6.85%
YTD
+8.48%
1 Year
+17.50%
3 Years (annualized)
+16.12%
5 Years (annualized)
+11.85%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADJX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+11.41%
vs Peers
-2.94%

JADJX Mutual Fund Performance

JADJX performance across multiple time periods: 1-month 4.38%, YTD 8.48%, 1-year 17.50%, 3-year 16.12%, 5-year 11.85%, 10-year 13.21%.

JADJX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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