JDSAX Mutual Fund

JDSAX Mutual Fund

NAV$25.76
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Returns Overview

1 Month
-0.65%
3 Months
+4.78%
6 Months
+5.96%
YTD
+15.03%
1 Year
+18.11%
3 Years (annualized)
+12.05%
5 Years (annualized)
+6.92%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDSAX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+15.03%
Peer Avg (YTD)
+15.20%
vs Peers
-0.17%

JDSAX Mutual Fund Performance

JDSAX performance across multiple time periods: 1-month -0.65%, YTD 15.03%, 1-year 18.11%, 3-year 12.05%, 5-year 6.92%, 10-year 7.46%.

JDSAX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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