JFDRX Mutual Fund

JFDRX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-5.86%
3 Months
-0.86%
6 Months
+9.95%
YTD
+0.80%
1 Year
+6.82%
3 Years (annualized)
+20.03%
5 Years (annualized)
+8.51%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFDRX 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
PROUpgrade to run
🏦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)
+0.80%
Peer Avg (YTD)
+7.91%
vs Peers
-7.11%

JFDRX Mutual Fund Performance

JFDRX performance across multiple time periods: 1-month -5.86%, YTD 0.80%, 1-year 6.82%, 3-year 20.03%, 5-year 8.51%, 10-year 11.69%.

JFDRX returns trail the peer average of 7.91% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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