JDAEX Mutual Fund

JDAEX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
-0.69%
3 Months
+0.13%
6 Months
+1.81%
YTD
+7.15%
1 Year
+7.23%
3 Years (annualized)
+14.60%
5 Years (annualized)
+10.16%
10 Years (annualized)
+8.85%

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
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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)
+7.15%
Peer Avg (YTD)
+3.99%
vs Peers
+3.16%

JDAEX Mutual Fund Performance

JDAEX performance across multiple time periods: 1-month -0.69%, YTD 7.15%, 1-year 7.23%, 3-year 14.60%, 5-year 10.16%, 10-year 8.85%.

JDAEX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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