JDISX Mutual Fund

NAV$19.32

Returns Overview

1 Month
-1.39%
3 Months
+7.59%
6 Months
+10.23%
YTD
+9.25%
1 Year
+22.53%
3 Years (annualized)
+17.45%
5 Years (annualized)
+11.64%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDISX 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

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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+8.71%
vs Peers
+0.54%

JDISX Mutual Fund Performance

JDISX performance across multiple time periods: 1-month -1.39%, YTD 9.25%, 1-year 22.53%, 3-year 17.45%, 5-year 11.64%, 10-year 9.39%.

JDISX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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