JDTRX Mutual Fund

JDTRX Mutual Fund

NAV$10.50
See how much of JDTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.21%
3 Months
+0.15%
6 Months
-0.34%
YTD
+0.68%
1 Year
+2.05%
3 Years (annualized)
+4.72%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDTRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1 5 Year US Credit Index(LD18TRUU)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+2.15%
vs Peers
-1.47%

JDTRX Mutual Fund Performance

JDTRX performance across multiple time periods: 1-month 0.21%, YTD 0.68%, 1-year 2.05%, 3-year 4.72%, 5-year 1.63%, 10-year 1.97%.

JDTRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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