JADBX Mutual Fund

JADBX Mutual Fund

NAV$22.06
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Returns Overview

1 Month
-5.06%
3 Months
-6.64%
6 Months
+4.33%
YTD
+8.14%
1 Year
+8.19%
3 Years (annualized)
+11.09%
5 Years (annualized)
+3.85%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+8.14%
Peer Avg (YTD)
+9.98%
vs Peers
-1.85%

JADBX Mutual Fund Performance

JADBX performance across multiple time periods: 1-month -5.06%, YTD 8.14%, 1-year 8.19%, 3-year 11.09%, 5-year 3.85%, 10-year 5.90%.

JADBX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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