JDDVX Mutual Fund

JDDVX Mutual Fund

NAV$15.10
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Returns Overview

1 Month
+1.58%
3 Months
+7.55%
6 Months
+11.71%
YTD
+17.46%
1 Year
+23.10%
3 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDDVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.46%
Peer Avg (YTD)
+8.51%
vs Peers
+8.95%

JDDVX Mutual Fund Performance

JDDVX performance across multiple time periods: 1-month 1.58%, YTD 17.46%, 1-year 23.10%, 3-year 19.10%.

JDDVX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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