JDCEX Mutual Fund

JDCEX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-0.53%
3 Months
+0.47%
6 Months
+7.70%
YTD
+7.32%
1 Year
+8.87%
3 Years (annualized)
+13.22%
5 Years (annualized)
+9.84%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDCEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+5.40%
vs Peers
+1.92%

JDCEX Mutual Fund Performance

JDCEX performance across multiple time periods: 1-month -0.53%, YTD 7.32%, 1-year 8.87%, 3-year 13.22%, 5-year 9.84%, 10-year 8.16%.

JDCEX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.40%, investors should weigh costs against performance when evaluating this mutual fund.

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