JSFDX Mutual Fund

NAV$8.61

Returns Overview

1 Month
-2.09%
3 Months
+0.97%
6 Months
+1.06%
YTD
+0.77%
1 Year
+7.20%
3 Years (annualized)
+4.37%
5 Years (annualized)
+5.17%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSFDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+2.11%
vs Peers
-1.34%

JSFDX Mutual Fund Performance

JSFDX performance across multiple time periods: 1-month -2.09%, YTD 0.77%, 1-year 7.20%, 3-year 4.37%, 5-year 5.17%, 10-year 4.62%.

JSFDX returns trail the peer average of 2.11% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

JSFDX performance comparison shows side-by-side returns with another fund. JSFDX alternatives are available in the Mutual Fund Screener.