JEDTX Mutual Fund

JEDTX Mutual Fund

NAV$19.13
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Returns Overview

1 Month
-0.15%
3 Months
-0.20%
6 Months
+5.53%
YTD
+10.38%
1 Year
+9.67%
3 Years (annualized)
+18.69%
5 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEDTX 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 World Index(MDWO)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+8.01%
vs Peers
+2.37%

JEDTX Mutual Fund Performance

JEDTX performance across multiple time periods: 1-month -0.15%, YTD 10.38%, 1-year 9.67%, 3-year 18.69%, 5-year 6.24%.

JEDTX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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