JDCAX Mutual Fund

JDCAX Mutual Fund

NAV$61.34
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Returns Overview

1 Month
+3.34%
3 Months
-1.49%
6 Months
+14.37%
YTD
+5.25%
1 Year
+10.44%
3 Years (annualized)
+19.69%
5 Years (annualized)
+8.02%
10 Years (annualized)
+16.06%

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)
+5.25%
Peer Avg (YTD)
+8.51%
vs Peers
-3.26%

JDCAX Mutual Fund Performance

JDCAX performance across multiple time periods: 1-month 3.34%, YTD 5.25%, 1-year 10.44%, 3-year 19.69%, 5-year 8.02%, 10-year 16.06%.

JDCAX returns trail the peer average of 8.51% 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.