JDJRX Mutual Fund

JDJRX Mutual Fund

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Returns Overview

1 Month
+5.08%
3 Months
+7.71%
6 Months
+12.98%
YTD
+18.94%
1 Year
+15.45%
3 Years (annualized)
+1.30%
5 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDJRX 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)
+18.94%
Peer Avg (YTD)
+5.40%
vs Peers
+13.54%

JDJRX Mutual Fund Performance

JDJRX performance across multiple time periods: 1-month 5.08%, YTD 18.94%, 1-year 15.45%, 3-year 1.30%, 5-year 3.96%.

JDJRX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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