JDSRX Mutual Fund

JDSRX Mutual Fund

NAV$26.34
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Returns Overview

1 Month
+1.20%
3 Months
+5.01%
6 Months
+9.45%
YTD
+15.59%
1 Year
+28.60%
3 Years (annualized)
+10.94%
5 Years (annualized)
+8.03%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDSRX 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)
+15.59%
Peer Avg (YTD)
+15.31%
vs Peers
+0.27%

JDSRX Mutual Fund Performance

JDSRX performance across multiple time periods: 1-month 1.20%, YTD 15.59%, 1-year 28.60%, 3-year 10.94%, 5-year 8.03%, 10-year 7.47%.

JDSRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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