JDIAX Mutual Fund

JDIAX Mutual Fund

NAV$62.96
See how much of JDIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.59%
3 Months
-4.17%
6 Months
+2.40%
YTD
+7.48%
1 Year
+14.16%
3 Years (annualized)
+19.13%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIAX 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
MSCI AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+7.48%
Peer Avg (YTD)
+8.05%
vs Peers
-0.57%

JDIAX Mutual Fund Performance

JDIAX performance across multiple time periods: 1-month -5.59%, YTD 7.48%, 1-year 14.16%, 3-year 19.13%, 5-year 9.32%, 10-year 11.46%.

JDIAX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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