JPDIX Mutual Fund

JPDIX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+0.46%
3 Months
+2.64%
6 Months
+1.84%
YTD
+1.84%
1 Year
+6.54%
3 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPDIX 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)
+1.84%
Peer Avg (YTD)
+2.03%
vs Peers
-0.19%

JPDIX Mutual Fund Performance

JPDIX performance across multiple time periods: 1-month 0.46%, YTD 1.84%, 1-year 6.54%, 3-year 9.47%.

JPDIX returns trail the peer average of 2.03% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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