JDFNX Mutual Fund

JDFNX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
-1.22%
3 Months
-0.68%
6 Months
-0.80%
YTD
-0.41%
1 Year
+3.15%
3 Years (annualized)
+4.35%
5 Years (annualized)
-0.17%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDFNX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+0.12%
vs Peers
-0.53%

JDFNX Mutual Fund Performance

JDFNX performance across multiple time periods: 1-month -1.22%, YTD -0.41%, 1-year 3.15%, 3-year 4.35%, 5-year -0.17%, 10-year 1.92%.

JDFNX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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