JDCEX Mutual Fund

JDCEX Mutual Fund

NAV$15.18
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Returns Overview

1 Month
-0.27%
3 Months
+1.49%
6 Months
+5.64%
YTD
+6.54%
1 Year
+11.78%
3 Years (annualized)
+12.45%
5 Years (annualized)
+9.76%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDCEX 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)
+6.54%
Peer Avg (YTD)
+2.39%
vs Peers
+4.15%

JDCEX Mutual Fund Performance

JDCEX performance across multiple time periods: 1-month -0.27%, YTD 6.54%, 1-year 11.78%, 3-year 12.45%, 5-year 9.76%, 10-year 7.96%.

JDCEX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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