JDSEX Mutual Fund

JDSEX Mutual Fund

NAV$16.67
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Returns Overview

1 Month
-0.65%
3 Months
+0.30%
6 Months
+2.14%
YTD
+7.65%
1 Year
+7.79%
3 Years (annualized)
+15.11%
5 Years (annualized)
+10.16%
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)
+7.65%
Peer Avg (YTD)
+3.99%
vs Peers
+3.66%

JDSEX Mutual Fund Performance

JDSEX performance across multiple time periods: 1-month -0.65%, YTD 7.65%, 1-year 7.79%, 3-year 15.11%, 5-year 10.16%, 10-year 8.97%.

JDSEX returns outperform the peer average of 3.99% 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.