JDMRX Mutual Fund

JDMRX Mutual Fund

NAV$130.59
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Returns Overview

1 Month
+2.97%
3 Months
-2.25%
6 Months
+3.33%
YTD
+4.64%
1 Year
+6.56%
3 Years (annualized)
+14.86%
5 Years (annualized)
+5.03%
10 Years (annualized)
+11.73%

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
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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)
+4.64%
Peer Avg (YTD)
+8.01%
vs Peers
-3.36%

JDMRX Mutual Fund Performance

JDMRX performance across multiple time periods: 1-month 2.97%, YTD 4.64%, 1-year 6.56%, 3-year 14.86%, 5-year 5.03%, 10-year 11.73%.

JDMRX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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