JADYX Mutual Fund

JADYX Mutual Fund

NAV$25.69
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Returns Overview

1 Month
-5.99%
3 Months
-1.32%
6 Months
-2.98%
YTD
-2.66%
1 Year
-4.13%
3 Years (annualized)
+21.18%
5 Years (annualized)
+8.02%
10 Years (annualized)
+15.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+5.23%
vs Peers
-7.89%

JADYX Mutual Fund Performance

JADYX performance across multiple time periods: 1-month -5.99%, YTD -2.66%, 1-year -4.13%, 3-year 21.18%, 5-year 8.02%, 10-year 15.17%.

JADYX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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