JDIUX Mutual Fund

JDIUX Mutual Fund

NAV$18.88
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Returns Overview

1 Month
+2.53%
3 Months
+4.01%
6 Months
+3.41%
YTD
+16.56%
1 Year
+27.96%
3 Years (annualized)
+19.93%
5 Years (annualized)
+13.32%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIUX 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)
+16.56%
Peer Avg (YTD)
+12.12%
vs Peers
+4.44%

JDIUX Mutual Fund Performance

JDIUX performance across multiple time periods: 1-month 2.53%, YTD 16.56%, 1-year 27.96%, 3-year 19.93%, 5-year 13.32%, 10-year 9.98%.

JDIUX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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