JDIEX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
-0.86%
3 Months
+7.48%
6 Months
+7.48%
YTD
+7.33%
1 Year
+14.59%
3 Years (annualized)
+14.07%
5 Years (annualized)
+10.51%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+3.47%
vs Peers
+3.86%

JDIEX Mutual Fund Performance

JDIEX performance across multiple time periods: 1-month -0.86%, YTD 7.33%, 1-year 14.59%, 3-year 14.07%, 5-year 10.51%, 10-year 8.78%.

JDIEX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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