JDDVX Mutual Fund

JDDVX Mutual Fund

NAV$15.28
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Returns Overview

1 Month
-3.22%
3 Months
+1.24%
6 Months
+14.00%
YTD
+13.68%
1 Year
+16.89%
3 Years (annualized)
+19.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDDVX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+8.68%
vs Peers
+4.99%

JDDVX Mutual Fund Performance

JDDVX performance across multiple time periods: 1-month -3.22%, YTD 13.68%, 1-year 16.89%, 3-year 19.10%.

JDDVX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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