JFDRX Mutual Fund

NAV$14.81

Returns Overview

1 Month
+4.11%
3 Months
+10.91%
6 Months
+2.50%
YTD
+1.68%
1 Year
+8.31%
3 Years (annualized)
+19.53%
5 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFDRX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+8.61%
vs Peers
-6.93%

JFDRX Mutual Fund Performance

JFDRX performance across multiple time periods: 1-month 4.11%, YTD 1.68%, 1-year 8.31%, 3-year 19.53%, 5-year 8.32%.

JFDRX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

JFDRX performance comparison shows side-by-side returns with another fund. JFDRX alternatives are available in the Mutual Fund Screener.