JDEAX Mutual Fund

JDEAX Mutual Fund

NAV$52.81
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Returns Overview

1 Month
-0.68%
3 Months
+2.35%
6 Months
+15.91%
YTD
+10.07%
1 Year
+12.99%
3 Years (annualized)
+19.52%
5 Years (annualized)
+12.27%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDEAX 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)
+10.07%
Peer Avg (YTD)
+9.98%
vs Peers
+0.09%

JDEAX Mutual Fund Performance

JDEAX performance across multiple time periods: 1-month -0.68%, YTD 10.07%, 1-year 12.99%, 3-year 19.52%, 5-year 12.27%, 10-year 15.14%.

JDEAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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