JSDHX Mutual Fund

JSDHX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-1.35%
3 Months
-1.17%
6 Months
-0.50%
YTD
-0.40%
1 Year
+0.93%
3 Years (annualized)
+5.30%
5 Years (annualized)
+2.20%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDHX 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 Index
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+0.50%
vs Peers
-0.90%

JSDHX Mutual Fund Performance

JSDHX performance across multiple time periods: 1-month -1.35%, YTD -0.40%, 1-year 0.93%, 3-year 5.30%, 5-year 2.20%, 10-year 2.90%.

JSDHX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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