JDTRX Mutual Fund

JDTRX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-1.30%
3 Months
-1.25%
6 Months
-0.65%
YTD
-0.62%
1 Year
+0.34%
3 Years (annualized)
+4.72%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDTRX 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
Bloomberg Barclays 1 5 Year US Credit Index(LD18TRUU)
This Mutual Fund (YTD)
-0.62%
Peer Avg (YTD)
+0.50%
vs Peers
-1.12%

JDTRX Mutual Fund Performance

JDTRX performance across multiple time periods: 1-month -1.30%, YTD -0.62%, 1-year 0.34%, 3-year 4.72%, 5-year 1.63%, 10-year 1.97%.

JDTRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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