JADLX Mutual Fund

JADLX Mutual Fund

NAV$33.66
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Returns Overview

1 Month
+1.58%
3 Months
+6.31%
6 Months
+13.20%
YTD
+19.52%
1 Year
+33.99%
3 Years (annualized)
+14.22%
5 Years (annualized)
+10.15%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.52%
Peer Avg (YTD)
+15.31%
vs Peers
+4.21%

JADLX Mutual Fund Performance

JADLX performance across multiple time periods: 1-month 1.58%, YTD 19.52%, 1-year 33.99%, 3-year 14.22%, 5-year 10.15%, 10-year 11.37%.

JADLX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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