JMUDX Mutual Fund

JMUDX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
-2.18%
3 Months
-2.25%
6 Months
-0.29%
YTD
-0.61%
1 Year
+1.21%
3 Years (annualized)
+7.49%
5 Years (annualized)
+2.81%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMUDX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+0.50%
vs Peers
-1.11%

JMUDX Mutual Fund Performance

JMUDX performance across multiple time periods: 1-month -2.18%, YTD -0.61%, 1-year 1.21%, 3-year 7.49%, 5-year 2.81%, 10-year 4.21%.

JMUDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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