JADIX Mutual Fund

JADIX Mutual Fund

NAV$29.74
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Returns Overview

1 Month
-4.96%
3 Months
+2.33%
6 Months
+7.07%
YTD
+6.44%
1 Year
+10.49%
3 Years (annualized)
+16.42%
5 Years (annualized)
+12.13%
10 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADIX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+10.00%
vs Peers
-3.56%

JADIX Mutual Fund Performance

JADIX performance across multiple time periods: 1-month -4.96%, YTD 6.44%, 1-year 10.49%, 3-year 16.42%, 5-year 12.13%, 10-year 13.49%.

JADIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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