JFDRX Mutual Fund

JFDRX Mutual Fund

NAV$14.82
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Returns Overview

1 Month
+4.59%
3 Months
+8.17%
6 Months
+6.97%
YTD
+6.35%
1 Year
+15.16%
3 Years (annualized)
+18.14%
5 Years (annualized)
+9.05%
10 Years (annualized)
+11.69%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+10.67%
vs Peers
-4.32%

JFDRX Mutual Fund Performance

JFDRX performance across multiple time periods: 1-month 4.59%, YTD 6.35%, 1-year 15.16%, 3-year 18.14%, 5-year 9.05%, 10-year 11.69%.

JFDRX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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