JDIEX Mutual Fund

JDIEX Mutual Fund

NAV$16.26
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Returns Overview

1 Month
-0.12%
3 Months
+1.77%
6 Months
+6.21%
YTD
+7.20%
1 Year
+12.92%
3 Years (annualized)
+13.51%
5 Years (annualized)
+10.28%
10 Years (annualized)
+8.59%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.20%
Peer Avg (YTD)
+2.39%
vs Peers
+4.81%

JDIEX Mutual Fund Performance

JDIEX performance across multiple time periods: 1-month -0.12%, YTD 7.20%, 1-year 12.92%, 3-year 13.51%, 5-year 10.28%, 10-year 8.59%.

JDIEX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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