JSDRX Mutual Fund

JSDRX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.28%
3 Months
+0.42%
6 Months
+0.08%
YTD
+1.17%
1 Year
+2.89%
3 Years (annualized)
+5.63%
5 Years (annualized)
+2.51%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDRX 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)
+1.17%
Peer Avg (YTD)
+2.15%
vs Peers
-0.98%

JSDRX Mutual Fund Performance

JSDRX performance across multiple time periods: 1-month 0.28%, YTD 1.17%, 1-year 2.89%, 3-year 5.63%, 5-year 2.51%, 10-year 3.22%.

JSDRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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