JSDCX Mutual Fund

JSDCX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+0.32%
3 Months
+0.21%
6 Months
-0.23%
YTD
+0.73%
1 Year
+2.06%
3 Years (annualized)
+4.79%
5 Years (annualized)
+1.69%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDCX 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

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+2.15%
vs Peers
-1.42%

JSDCX Mutual Fund Performance

JSDCX performance across multiple time periods: 1-month 0.32%, YTD 0.73%, 1-year 2.06%, 3-year 4.79%, 5-year 1.69%, 10-year 2.38%.

JSDCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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