JDIEX Mutual Fund

JDIEX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
-0.43%
3 Months
+0.75%
6 Months
+8.28%
YTD
+8.13%
1 Year
+9.97%
3 Years (annualized)
+14.25%
5 Years (annualized)
+10.35%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIEX 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)
+8.13%
Peer Avg (YTD)
+5.40%
vs Peers
+2.73%

JDIEX Mutual Fund Performance

JDIEX performance across multiple time periods: 1-month -0.43%, YTD 8.13%, 1-year 9.97%, 3-year 14.25%, 5-year 10.35%, 10-year 8.76%.

JDIEX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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