JDSEX Mutual Fund

JDSEX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
-0.18%
3 Months
+1.83%
6 Months
+6.31%
YTD
+7.33%
1 Year
+13.15%
3 Years (annualized)
+13.87%
5 Years (annualized)
+11.10%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDSEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+2.39%
vs Peers
+4.94%

JDSEX Mutual Fund Performance

JDSEX performance across multiple time periods: 1-month -0.18%, YTD 7.33%, 1-year 13.15%, 3-year 13.87%, 5-year 11.10%, 10-year 8.97%.

JDSEX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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