JDPNX Mutual Fund

NAV$17.18

Returns Overview

1 Month
+3.47%
3 Months
+8.29%
6 Months
+14.27%
YTD
+13.12%
1 Year
+20.55%
3 Years (annualized)
+11.02%
5 Years (annualized)
+7.42%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDPNX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+10.82%
vs Peers
+2.31%

JDPNX Mutual Fund Performance

JDPNX performance across multiple time periods: 1-month 3.47%, YTD 13.12%, 1-year 20.55%, 3-year 11.02%, 5-year 7.42%, 10-year 8.69%.

JDPNX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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