JDESX Mutual Fund

JDESX Mutual Fund

NAV$53.24
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Returns Overview

1 Month
+0.85%
3 Months
+3.66%
6 Months
+7.47%
YTD
+8.59%
1 Year
+17.43%
3 Years (annualized)
+18.44%
5 Years (annualized)
+13.58%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDESX 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)
+8.59%
Peer Avg (YTD)
+9.41%
vs Peers
-0.82%

JDESX Mutual Fund Performance

JDESX performance across multiple time periods: 1-month 0.85%, YTD 8.59%, 1-year 17.43%, 3-year 18.44%, 5-year 13.58%, 10-year 15.20%.

JDESX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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