JDJAX Mutual Fund

JDJAX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-0.31%
3 Months
+6.75%
6 Months
+8.65%
YTD
+18.21%
1 Year
+14.94%
3 Years (annualized)
+1.91%
5 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDJAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+18.21%
Peer Avg (YTD)
+3.99%
vs Peers
+14.23%

JDJAX Mutual Fund Performance

JDJAX performance across multiple time periods: 1-month -0.31%, YTD 18.21%, 1-year 14.94%, 3-year 1.91%, 5-year 4.47%.

JDJAX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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