JDJAX Mutual Fund

JDJAX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+1.96%
3 Months
+2.86%
6 Months
+4.82%
YTD
+12.91%
1 Year
+10.56%
3 Years (annualized)
+0.82%
5 Years (annualized)
+3.50%

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)
+12.91%
Peer Avg (YTD)
+4.75%
vs Peers
+8.16%

JDJAX Mutual Fund Performance

JDJAX performance across multiple time periods: 1-month 1.96%, YTD 12.91%, 1-year 10.56%, 3-year 0.82%, 5-year 3.50%.

JDJAX returns outperform the peer average of 4.75% 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.