JDAEX Mutual Fund

NAV$16.01

Returns Overview

1 Month
-0.82%
3 Months
+7.44%
6 Months
+7.37%
YTD
+7.22%
1 Year
+14.31%
3 Years (annualized)
+13.90%
5 Years (annualized)
+10.83%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDAEX 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)
+7.22%
Peer Avg (YTD)
+3.47%
vs Peers
+3.75%

JDAEX Mutual Fund Performance

JDAEX performance across multiple time periods: 1-month -0.82%, YTD 7.22%, 1-year 14.31%, 3-year 13.90%, 5-year 10.83%, 10-year 8.77%.

JDAEX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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