JDCAX Mutual Fund

JDCAX Mutual Fund

NAV$58.95
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Returns Overview

1 Month
-2.20%
3 Months
+2.19%
6 Months
+4.89%
YTD
+1.85%
1 Year
+6.11%
3 Years (annualized)
+17.70%
5 Years (annualized)
+7.89%
10 Years (annualized)
+15.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDCAX 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)
+1.85%
Peer Avg (YTD)
+6.23%
vs Peers
-4.39%

JDCAX Mutual Fund Performance

JDCAX performance across multiple time periods: 1-month -2.20%, YTD 1.85%, 1-year 6.11%, 3-year 17.70%, 5-year 7.89%, 10-year 15.59%.

JDCAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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