JEDTX Mutual Fund

JEDTX Mutual Fund

NAV$19.81
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Returns Overview

1 Month
-3.43%
3 Months
+0.41%
6 Months
+15.20%
YTD
+10.55%
1 Year
+9.78%
3 Years (annualized)
+16.98%
5 Years (annualized)
+7.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JEDTX 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 World Index(MDWO)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+6.72%
vs Peers
+3.83%

JEDTX Mutual Fund Performance

JEDTX performance across multiple time periods: 1-month -3.43%, YTD 10.55%, 1-year 9.78%, 3-year 16.98%, 5-year 7.13%.

JEDTX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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