JADZX Mutual Fund

NAV$35.36

Returns Overview

1 Month
-4.27%
3 Months
+14.12%
6 Months
+0.96%
YTD
+1.43%
1 Year
+10.93%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+8.97%
vs Peers
-7.54%

JADZX Mutual Fund Performance

JADZX performance across multiple time periods: 1-month -4.27%, YTD 1.43%, 1-year 10.93%.

JADZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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