JDEZX Mutual Fund

JDEZX Mutual Fund

NAV$17.88
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Returns Overview

1 Month
+5.29%
3 Months
+16.23%
6 Months
+23.02%
YTD
+21.59%
1 Year
+36.54%
3 Years (annualized)
+21.41%
5 Years (annualized)
+16.24%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDEZX 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
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📉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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+21.59%
Peer Avg (YTD)
+9.49%
vs Peers
+12.10%

JDEZX Mutual Fund Performance

JDEZX performance across multiple time periods: 1-month 5.29%, YTD 21.59%, 1-year 36.54%, 3-year 21.41%, 5-year 16.24%, 10-year 12.91%.

JDEZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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