JDJIX Mutual Fund

JDJIX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
+5.01%
3 Months
+7.64%
6 Months
+12.81%
YTD
+18.80%
1 Year
+15.27%
3 Years (annualized)
+1.08%
5 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDJIX 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)
+18.80%
Peer Avg (YTD)
+5.40%
vs Peers
+13.39%

JDJIX Mutual Fund Performance

JDJIX performance across multiple time periods: 1-month 5.01%, YTD 18.80%, 1-year 15.27%, 3-year 1.08%, 5-year 3.76%.

JDJIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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