JDICX Mutual Fund

JDICX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-1.44%
3 Months
-1.81%
6 Months
+1.88%
YTD
+9.94%
1 Year
+23.13%
3 Years (annualized)
+28.69%
5 Years (annualized)
+16.89%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDICX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+10.38%
vs Peers
-0.44%

JDICX Mutual Fund Performance

JDICX performance across multiple time periods: 1-month -1.44%, YTD 9.94%, 1-year 23.13%, 3-year 28.69%, 5-year 16.89%, 10-year 12.01%.

JDICX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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