JADDX Mutual Fund

JADDX Mutual Fund

NAV$32.43
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Returns Overview

1 Month
-3.35%
3 Months
+4.06%
6 Months
+12.79%
YTD
+2.82%
1 Year
+3.48%
3 Years (annualized)
+12.76%
5 Years (annualized)
+8.18%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADDX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.82%
Peer Avg (YTD)
+8.67%
vs Peers
-5.85%

JADDX Mutual Fund Performance

JADDX performance across multiple time periods: 1-month -3.35%, YTD 2.82%, 1-year 3.48%, 3-year 12.76%, 5-year 8.18%, 10-year 13.84%.

JADDX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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