JSDUX Mutual Fund

JSDUX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
+0.96%
3 Months
+0.58%
6 Months
+1.09%
YTD
+1.65%
1 Year
+2.53%
3 Years (annualized)
+5.12%
5 Years (annualized)
+2.76%
10 Years (annualized)
+2.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDUX 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)
+1.65%
Peer Avg (YTD)
+2.28%
vs Peers
-0.63%

JSDUX Mutual Fund Performance

JSDUX performance across multiple time periods: 1-month 0.96%, YTD 1.65%, 1-year 2.53%, 3-year 5.12%, 5-year 2.76%, 10-year 2.48%.

JSDUX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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