JDIRX Mutual Fund

JDIRX Mutual Fund

NAV$62.02
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Returns Overview

1 Month
-5.62%
3 Months
-4.24%
6 Months
+2.23%
YTD
+7.21%
1 Year
+12.72%
3 Years (annualized)
+17.30%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIRX 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 AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+8.05%
vs Peers
-0.84%

JDIRX Mutual Fund Performance

JDIRX performance across multiple time periods: 1-month -5.62%, YTD 7.21%, 1-year 12.72%, 3-year 17.30%, 5-year 7.70%, 10-year 9.87%.

JDIRX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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