JADZX Mutual Fund

JADZX Mutual Fund

NAV$34.72
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Returns Overview

1 Month
-2.65%
3 Months
-1.66%
6 Months
+0.27%
YTD
-1.26%
1 Year
+4.20%
3 Years (annualized)
+19.18%
5 Years (annualized)
+8.23%
10 Years (annualized)
+15.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADZX 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)
-1.26%
Peer Avg (YTD)
+6.23%
vs Peers
-7.49%

JADZX Mutual Fund Performance

JADZX performance across multiple time periods: 1-month -2.65%, YTD -1.26%, 1-year 4.20%, 3-year 19.18%, 5-year 8.23%, 10-year 15.40%.

JADZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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