JDMAX Mutual Fund

JDMAX Mutual Fund

NAV$143.09
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Returns Overview

1 Month
+3.00%
3 Months
-2.18%
6 Months
+3.49%
YTD
+4.89%
1 Year
+6.88%
3 Years (annualized)
+15.20%
5 Years (annualized)
+5.33%
10 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDMAX 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
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📉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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.89%
Peer Avg (YTD)
+8.01%
vs Peers
-3.11%

JDMAX Mutual Fund Performance

JDMAX performance across multiple time periods: 1-month 3.00%, YTD 4.89%, 1-year 6.88%, 3-year 15.20%, 5-year 5.33%, 10-year 12.06%.

JDMAX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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