JADUX Mutual Fund

JADUX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
-2.88%
3 Months
-3.87%
6 Months
-2.98%
YTD
-3.08%
1 Year
-2.37%
3 Years (annualized)
+3.95%
5 Years (annualized)
-0.55%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADUX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+0.50%
vs Peers
-3.58%

JADUX Mutual Fund Performance

JADUX performance across multiple time periods: 1-month -2.88%, YTD -3.08%, 1-year -2.37%, 3-year 3.95%, 5-year -0.55%, 10-year 1.63%.

JADUX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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