JDSEX Mutual Fund

JDSEX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
-0.35%
3 Months
+0.78%
6 Months
+8.43%
YTD
+8.36%
1 Year
+10.27%
3 Years (annualized)
+14.54%
5 Years (annualized)
+10.62%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDSEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+5.40%
vs Peers
+2.96%

JDSEX Mutual Fund Performance

JDSEX performance across multiple time periods: 1-month -0.35%, YTD 8.36%, 1-year 10.27%, 3-year 14.54%, 5-year 10.62%, 10-year 8.97%.

JDSEX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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