JDJAX Mutual Fund

JDJAX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+0.55%
3 Months
+1.77%
6 Months
+6.50%
YTD
+10.74%
1 Year
+6.67%
3 Years (annualized)
+0.63%
5 Years (annualized)
+2.88%

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)
+10.74%
Peer Avg (YTD)
+2.39%
vs Peers
+8.35%

JDJAX Mutual Fund Performance

JDJAX performance across multiple time periods: 1-month 0.55%, YTD 10.74%, 1-year 6.67%, 3-year 0.63%, 5-year 2.88%.

JDJAX returns outperform the peer average of 2.39% 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.