JDMRX Mutual Fund

NAV$134.24

Returns Overview

1 Month
+2.58%
3 Months
+16.04%
6 Months
+8.95%
YTD
+8.78%
1 Year
+13.28%
3 Years (annualized)
+14.58%
5 Years (annualized)
+13.95%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDMRX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+10.82%
vs Peers
-2.04%

JDMRX Mutual Fund Performance

JDMRX performance across multiple time periods: 1-month 2.58%, YTD 8.78%, 1-year 13.28%, 3-year 14.58%, 5-year 13.95%, 10-year 16.03%.

JDMRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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