JDSAX Mutual Fund

JDSAX Mutual Fund

NAV$27.49
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Returns Overview

1 Month
+1.21%
3 Months
+5.11%
6 Months
+9.62%
YTD
+15.79%
1 Year
+29.03%
3 Years (annualized)
+11.26%
5 Years (annualized)
+7.49%
10 Years (annualized)
+7.79%

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)
+15.79%
Peer Avg (YTD)
+15.31%
vs Peers
+0.47%

JDSAX Mutual Fund Performance

JDSAX performance across multiple time periods: 1-month 1.21%, YTD 15.79%, 1-year 29.03%, 3-year 11.26%, 5-year 7.49%, 10-year 7.79%.

JDSAX returns outperform the peer average of 15.31% 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.