JDSAX Mutual Fund

NAV$28.19

Returns Overview

1 Month
+4.21%
3 Months
+11.41%
6 Months
+14.98%
YTD
+14.40%
1 Year
+28.88%
3 Years (annualized)
+10.99%
5 Years (annualized)
+6.73%
10 Years (annualized)
+8.80%

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
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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+18.52%
vs Peers
-4.13%

JDSAX Mutual Fund Performance

JDSAX performance across multiple time periods: 1-month 4.21%, YTD 14.40%, 1-year 28.88%, 3-year 10.99%, 5-year 6.73%, 10-year 8.80%.

JDSAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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