JDJIX Mutual Fund

JDJIX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
+0.44%
3 Months
+1.77%
6 Months
+6.60%
YTD
+10.84%
1 Year
+6.93%
3 Years (annualized)
+0.85%
5 Years (annualized)
+3.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDJIX 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)
+10.84%
Peer Avg (YTD)
+2.39%
vs Peers
+8.46%

JDJIX Mutual Fund Performance

JDJIX performance across multiple time periods: 1-month 0.44%, YTD 10.84%, 1-year 6.93%, 3-year 0.85%, 5-year 3.13%.

JDJIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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