JDPAX Mutual Fund

JDPAX Mutual Fund

NAV$16.93
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Returns Overview

1 Month
-5.89%
3 Months
-6.74%
6 Months
+0.86%
YTD
+5.31%
1 Year
+8.42%
3 Years (annualized)
+10.39%
5 Years (annualized)
+6.63%
10 Years (annualized)
+7.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDPAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+6.72%
vs Peers
-1.41%

JDPAX Mutual Fund Performance

JDPAX performance across multiple time periods: 1-month -5.89%, YTD 5.31%, 1-year 8.42%, 3-year 10.39%, 5-year 6.63%, 10-year 7.64%.

JDPAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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