JFRDX Mutual Fund

JFRDX Mutual Fund

NAV$59.08
See how much of JFRDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.35%
3 Months
-1.44%
6 Months
+14.50%
YTD
+5.41%
1 Year
+10.68%
3 Years (annualized)
+24.37%
5 Years (annualized)
+10.62%
10 Years (annualized)
+15.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFRDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+8.51%
vs Peers
-3.10%

JFRDX Mutual Fund Performance

JFRDX performance across multiple time periods: 1-month 3.35%, YTD 5.41%, 1-year 10.68%, 3-year 24.37%, 5-year 10.62%, 10-year 15.82%.

JFRDX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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