JDURX Mutual Fund

JDURX Mutual Fund

NAV$13.72
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Returns Overview

1 Month
-5.34%
3 Months
-6.79%
6 Months
-12.26%
YTD
-2.41%
1 Year
+0.12%
3 Years (annualized)
+11.93%
5 Years (annualized)
+6.75%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDURX 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 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-2.41%
Peer Avg (YTD)
+5.42%
vs Peers
-7.83%

JDURX Mutual Fund Performance

JDURX performance across multiple time periods: 1-month -5.34%, YTD -2.41%, 1-year 0.12%, 3-year 11.93%, 5-year 6.75%, 10-year 8.68%.

JDURX returns trail the peer average of 5.42% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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