JDJAX Mutual Fund

JDJAX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
+5.02%
3 Months
+7.67%
6 Months
+12.73%
YTD
+18.58%
1 Year
+15.02%
3 Years (annualized)
+0.82%
5 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDJAX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+18.58%
Peer Avg (YTD)
+5.40%
vs Peers
+13.18%

JDJAX Mutual Fund Performance

JDJAX performance across multiple time periods: 1-month 5.02%, YTD 18.58%, 1-year 15.02%, 3-year 0.82%, 5-year 3.50%.

JDJAX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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