JADMX Mutual Fund

JADMX Mutual Fund

NAV$31.65
See how much of JADMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.02%
3 Months
-4.40%
6 Months
+7.70%
YTD
+12.50%
1 Year
+17.07%
3 Years (annualized)
+14.27%
5 Years (annualized)
+10.20%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADMX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.50%
Peer Avg (YTD)
+10.34%
vs Peers
+2.16%

JADMX Mutual Fund Performance

JADMX performance across multiple time periods: 1-month -6.02%, YTD 12.50%, 1-year 17.07%, 3-year 14.27%, 5-year 10.20%, 10-year 11.43%.

JADMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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