JDCRX Mutual Fund

NAV$46.08

Returns Overview

1 Month
-2.57%
3 Months
+18.82%
6 Months
+4.11%
YTD
+3.94%
1 Year
+28.29%
3 Years (annualized)
+24.95%
5 Years (annualized)
+11.68%
10 Years (annualized)
+17.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDCRX 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)
+3.94%
Peer Avg (YTD)
+8.97%
vs Peers
-5.03%

JDCRX Mutual Fund Performance

JDCRX performance across multiple time periods: 1-month -2.57%, YTD 3.94%, 1-year 28.29%, 3-year 24.95%, 5-year 11.68%, 10-year 17.51%.

JDCRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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