JDSRX Mutual Fund

NAV$26.63

Returns Overview

1 Month
+4.19%
3 Months
+11.27%
6 Months
+14.77%
YTD
+14.22%
1 Year
+28.48%
3 Years (annualized)
+12.35%
5 Years (annualized)
+7.39%
10 Years (annualized)
+9.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.22%
Peer Avg (YTD)
+18.52%
vs Peers
-4.31%

JDSRX Mutual Fund Performance

JDSRX performance across multiple time periods: 1-month 4.19%, YTD 14.22%, 1-year 28.48%, 3-year 12.35%, 5-year 7.39%, 10-year 9.84%.

JDSRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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