JDJAX Mutual Fund

JDJAX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
+0.33%
3 Months
+4.70%
6 Months
+10.00%
YTD
+10.13%
1 Year
+7.46%
3 Years (annualized)
+0.99%
5 Years (annualized)
+2.61%

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
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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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+3.47%
vs Peers
+6.66%

JDJAX Mutual Fund Performance

JDJAX performance across multiple time periods: 1-month 0.33%, YTD 10.13%, 1-year 7.46%, 3-year 0.99%, 5-year 2.61%.

JDJAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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