JDSNX Mutual Fund

NAV$27.90

Returns Overview

1 Month
+4.25%
3 Months
+11.50%
6 Months
+15.21%
YTD
+14.63%
1 Year
+29.46%
3 Years (annualized)
+11.50%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDSNX 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)
+14.63%
Peer Avg (YTD)
+18.52%
vs Peers
-3.90%

JDSNX Mutual Fund Performance

JDSNX performance across multiple time periods: 1-month 4.25%, YTD 14.63%, 1-year 29.46%, 3-year 11.50%, 5-year 6.33%, 10-year 8.07%.

JDSNX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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