JDMAX Mutual Fund

JDMAX Mutual Fund

NAV$138.64
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Returns Overview

1 Month
-5.77%
3 Months
-6.51%
6 Months
+8.56%
YTD
+1.84%
1 Year
+3.70%
3 Years (annualized)
+11.81%
5 Years (annualized)
+6.15%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDMAX 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
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📉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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+6.72%
vs Peers
-4.88%

JDMAX Mutual Fund Performance

JDMAX performance across multiple time periods: 1-month -5.77%, YTD 1.84%, 1-year 3.70%, 3-year 11.81%, 5-year 6.15%, 10-year 11.99%.

JDMAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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