JDWRX Mutual Fund

JDWRX Mutual Fund

NAV$134.38
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Returns Overview

1 Month
-1.67%
3 Months
+0.51%
6 Months
+15.93%
YTD
+9.19%
1 Year
+11.93%
3 Years (annualized)
+20.69%
5 Years (annualized)
+10.76%
10 Years (annualized)
+13.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+8.68%
vs Peers
+0.51%

JDWRX Mutual Fund Performance

JDWRX performance across multiple time periods: 1-month -1.67%, YTD 9.19%, 1-year 11.93%, 3-year 20.69%, 5-year 10.76%, 10-year 13.11%.

JDWRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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