JADLX Mutual Fund

NAV$33.98

Returns Overview

1 Month
+4.78%
3 Months
+12.65%
6 Months
+18.68%
YTD
+17.66%
1 Year
+33.27%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.66%
Peer Avg (YTD)
+18.52%
vs Peers
-0.87%

JADLX Mutual Fund Performance

JADLX performance across multiple time periods: 1-month 4.78%, YTD 17.66%, 1-year 33.27%.

JADLX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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