JDCRX Mutual Fund

JDCRX Mutual Fund

NAV$46.66
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Returns Overview

1 Month
+1.05%
3 Months
+2.06%
6 Months
+21.27%
YTD
+6.09%
1 Year
+6.35%
3 Years (annualized)
+19.19%
5 Years (annualized)
+7.57%
10 Years (annualized)
+15.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDCRX 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)
+6.09%
Peer Avg (YTD)
+8.68%
vs Peers
-2.59%

JDCRX Mutual Fund Performance

JDCRX performance across multiple time periods: 1-month 1.05%, YTD 6.09%, 1-year 6.35%, 3-year 19.19%, 5-year 7.57%, 10-year 15.60%.

JDCRX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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