JDJRX Mutual Fund

NAV$9.30

Returns Overview

1 Month
+0.44%
3 Months
+4.90%
6 Months
+10.30%
YTD
+10.43%
1 Year
+7.93%
3 Years (annualized)
+1.51%
5 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDJRX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+3.47%
vs Peers
+6.96%

JDJRX Mutual Fund Performance

JDJRX performance across multiple time periods: 1-month 0.44%, YTD 10.43%, 1-year 7.93%, 3-year 1.51%, 5-year 3.08%.

JDJRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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