JDIAX Mutual Fund

JDIAX Mutual Fund

NAV$64.11
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Returns Overview

1 Month
-2.16%
3 Months
+0.24%
6 Months
+15.03%
YTD
+13.85%
1 Year
+21.51%
3 Years (annualized)
+19.69%
5 Years (annualized)
+11.32%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIAX 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
MSCI AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+9.29%
vs Peers
+4.56%

JDIAX Mutual Fund Performance

JDIAX performance across multiple time periods: 1-month -2.16%, YTD 13.85%, 1-year 21.51%, 3-year 19.69%, 5-year 11.32%, 10-year 12.49%.

JDIAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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