JDNRX Mutual Fund

JDNRX Mutual Fund

NAV$80.39
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Returns Overview

1 Month
+0.23%
3 Months
+6.06%
6 Months
+8.52%
YTD
+10.17%
1 Year
+18.86%
3 Years (annualized)
+15.89%
5 Years (annualized)
+10.31%
10 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDNRX 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)
+10.17%
Peer Avg (YTD)
+9.41%
vs Peers
+0.76%

JDNRX Mutual Fund Performance

JDNRX performance across multiple time periods: 1-month 0.23%, YTD 10.17%, 1-year 18.86%, 3-year 15.89%, 5-year 10.31%, 10-year 12.72%.

JDNRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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