JPDCX Mutual Fund

JPDCX Mutual Fund

NAV$9.81
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Returns Overview

1 Month
+0.39%
3 Months
+2.54%
6 Months
+1.77%
YTD
+1.66%
1 Year
+5.96%
3 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPDCX 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)
+1.66%
Peer Avg (YTD)
+2.03%
vs Peers
-0.37%

JPDCX Mutual Fund Performance

JPDCX performance across multiple time periods: 1-month 0.39%, YTD 1.66%, 1-year 5.96%, 3-year 8.75%.

JPDCX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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