JDWNX Mutual Fund

JDWNX Mutual Fund

NAV$136.00
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Returns Overview

1 Month
-0.15%
3 Months
+5.08%
6 Months
+7.22%
YTD
+8.87%
1 Year
+15.67%
3 Years (annualized)
+19.94%
5 Years (annualized)
+11.67%
10 Years (annualized)
+13.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWNX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.23%
vs Peers
+2.64%

JDWNX Mutual Fund Performance

JDWNX performance across multiple time periods: 1-month -0.15%, YTD 8.87%, 1-year 15.67%, 3-year 19.94%, 5-year 11.67%, 10-year 13.72%.

JDWNX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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