JIDVX Mutual Fund

NAV$15.44

Returns Overview

1 Month
+2.78%
3 Months
+12.58%
6 Months
+12.98%
YTD
+12.29%
1 Year
+21.98%
3 Years (annualized)
+17.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JIDVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+8.97%
vs Peers
+3.32%

JIDVX Mutual Fund Performance

JIDVX performance across multiple time periods: 1-month 2.78%, YTD 12.29%, 1-year 21.98%, 3-year 17.75%.

JIDVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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