JSDHX Mutual Fund

JSDHX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
+0.25%
3 Months
+0.34%
6 Months
-0.07%
YTD
+0.96%
1 Year
+2.57%
3 Years (annualized)
+5.30%
5 Years (annualized)
+2.20%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDHX 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)
+0.96%
Peer Avg (YTD)
+2.15%
vs Peers
-1.19%

JSDHX Mutual Fund Performance

JSDHX performance across multiple time periods: 1-month 0.25%, YTD 0.96%, 1-year 2.57%, 3-year 5.30%, 5-year 2.20%, 10-year 2.90%.

JSDHX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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