JDPNX Mutual Fund

JDPNX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
-5.82%
3 Months
-6.65%
6 Months
+1.08%
YTD
+5.60%
1 Year
+8.81%
3 Years (annualized)
+13.82%
5 Years (annualized)
+8.78%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDPNX 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)
+5.60%
Peer Avg (YTD)
+6.72%
vs Peers
-1.13%

JDPNX Mutual Fund Performance

JDPNX performance across multiple time periods: 1-month -5.82%, YTD 5.60%, 1-year 8.81%, 3-year 13.82%, 5-year 8.78%, 10-year 8.97%.

JDPNX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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