JDNRX Mutual Fund

JDNRX Mutual Fund

NAV$80.63
See how much of JDNRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.85%
3 Months
+0.78%
6 Months
+16.88%
YTD
+10.77%
1 Year
+14.02%
3 Years (annualized)
+17.32%
5 Years (annualized)
+10.14%
10 Years (annualized)
+13.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDNRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+9.98%
vs Peers
+0.79%

JDNRX Mutual Fund Performance

JDNRX performance across multiple time periods: 1-month -0.85%, YTD 10.77%, 1-year 14.02%, 3-year 17.32%, 5-year 10.14%, 10-year 13.23%.

JDNRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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