JDIVX Mutual Fund

JDIVX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
+2.59%
3 Months
+4.07%
6 Months
+3.41%
YTD
+15.59%
1 Year
+28.04%
3 Years (annualized)
+19.94%
5 Years (annualized)
+12.53%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIVX 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)
+15.59%
Peer Avg (YTD)
+12.12%
vs Peers
+3.47%

JDIVX Mutual Fund Performance

JDIVX performance across multiple time periods: 1-month 2.59%, YTD 15.59%, 1-year 28.04%, 3-year 19.94%, 5-year 12.53%, 10-year 9.48%.

JDIVX 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.

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