JPDAX Mutual Fund

JPDAX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.44%
3 Months
+2.57%
6 Months
+1.82%
YTD
+1.82%
1 Year
+6.27%
3 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPDAX 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

This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+2.03%
vs Peers
-0.22%

JPDAX Mutual Fund Performance

JPDAX performance across multiple time periods: 1-month 0.44%, YTD 1.82%, 1-year 6.27%, 3-year 9.36%.

JPDAX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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