JEDAX Mutual Fund

JEDAX Mutual Fund

NAV$6.60
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Returns Overview

1 Month
-1.41%
3 Months
+0.48%
6 Months
+0.99%
YTD
+2.28%
1 Year
+9.92%
3 Years (annualized)
+9.26%
5 Years (annualized)
+1.69%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEDAX 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
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📉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
Bloomberg Global Aggregate Index Hedged Usd
This Mutual Fund (YTD)
+2.28%
Peer Avg (YTD)
+2.32%
vs Peers
-0.04%

JEDAX Mutual Fund Performance

JEDAX performance across multiple time periods: 1-month -1.41%, YTD 2.28%, 1-year 9.92%, 3-year 9.26%, 5-year 1.69%, 10-year 2.68%.

JEDAX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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