JADJX Mutual Fund

JADJX Mutual Fund

NAV$30.02
See how much of JADJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.95%
3 Months
+2.28%
6 Months
+6.96%
YTD
+6.30%
1 Year
+10.21%
3 Years (annualized)
+16.12%
5 Years (annualized)
+11.85%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+10.00%
vs Peers
-3.70%

JADJX Mutual Fund Performance

JADJX performance across multiple time periods: 1-month -4.95%, YTD 6.30%, 1-year 10.21%, 3-year 16.12%, 5-year 11.85%, 10-year 13.21%.

JADJX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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