JDPRX Mutual Fund

JDPRX Mutual Fund

NAV$16.38
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Returns Overview

3 Months
+2.35%
6 Months
+1.50%
YTD
+12.62%
1 Year
+13.70%
3 Years (annualized)
+12.95%
5 Years (annualized)
+7.96%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDPRX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+9.89%
vs Peers
+2.73%

JDPRX Mutual Fund Performance

JDPRX performance across multiple time periods: YTD 12.62%, 1-year 13.70%, 3-year 12.95%, 5-year 7.96%, 10-year 8.15%.

JDPRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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