JDWRX Mutual Fund

JDWRX Mutual Fund

NAV$135.80
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Returns Overview

1 Month
+2.44%
3 Months
+3.25%
6 Months
+10.25%
YTD
+11.04%
1 Year
+16.41%
3 Years (annualized)
+20.69%
5 Years (annualized)
+10.76%
10 Years (annualized)
+13.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.04%
Peer Avg (YTD)
+8.51%
vs Peers
+2.53%

JDWRX Mutual Fund Performance

JDWRX performance across multiple time periods: 1-month 2.44%, YTD 11.04%, 1-year 16.41%, 3-year 20.69%, 5-year 10.76%, 10-year 13.11%.

JDWRX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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