JDAEX Mutual Fund

JDAEX Mutual Fund

NAV$16.02
See how much of JDAEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.44%
3 Months
+0.64%
6 Months
+8.12%
YTD
+7.90%
1 Year
+9.62%
3 Years (annualized)
+14.07%
5 Years (annualized)
+10.65%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDAEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+5.40%
vs Peers
+2.50%

JDAEX Mutual Fund Performance

JDAEX performance across multiple time periods: 1-month -0.44%, YTD 7.90%, 1-year 9.62%, 3-year 14.07%, 5-year 10.65%, 10-year 8.75%.

JDAEX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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