JDWRX Mutual Fund

JDWRX Mutual Fund

NAV$136.15
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Returns Overview

1 Month
-0.22%
3 Months
+4.88%
6 Months
+6.81%
YTD
+8.39%
1 Year
+14.78%
3 Years (annualized)
+18.99%
5 Years (annualized)
+10.80%
10 Years (annualized)
+12.87%

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)
+8.39%
Peer Avg (YTD)
+6.23%
vs Peers
+2.16%

JDWRX Mutual Fund Performance

JDWRX performance across multiple time periods: 1-month -0.22%, YTD 8.39%, 1-year 14.78%, 3-year 18.99%, 5-year 10.80%, 10-year 12.87%.

JDWRX returns outperform the peer average of 6.23% 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.