JDNAX Mutual Fund

JDNAX Mutual Fund

NAV$81.33
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Returns Overview

1 Month
+0.26%
3 Months
+6.16%
6 Months
+8.73%
YTD
+10.43%
1 Year
+19.35%
3 Years (annualized)
+16.36%
5 Years (annualized)
+10.74%
10 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDNAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+9.41%
vs Peers
+1.02%

JDNAX Mutual Fund Performance

JDNAX performance across multiple time periods: 1-month 0.26%, YTD 10.43%, 1-year 19.35%, 3-year 16.36%, 5-year 10.74%, 10-year 12.74%.

JDNAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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