JDISX Mutual Fund

JDISX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+2.53%
3 Months
+3.96%
6 Months
+3.19%
YTD
+16.22%
1 Year
+27.39%
3 Years (annualized)
+19.37%
5 Years (annualized)
+12.77%
10 Years (annualized)
+9.45%

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
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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)
+16.22%
Peer Avg (YTD)
+12.12%
vs Peers
+4.10%

JDISX Mutual Fund Performance

JDISX performance across multiple time periods: 1-month 2.53%, YTD 16.22%, 1-year 27.39%, 3-year 19.37%, 5-year 12.77%, 10-year 9.45%.

JDISX returns outperform the peer average of 12.12% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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