JSDSX Mutual Fund

JSDSX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-1.22%
3 Months
-0.99%
6 Months
-0.26%
YTD
-0.10%
1 Year
+1.19%
3 Years (annualized)
+5.57%
5 Years (annualized)
+2.45%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDSX 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)
-0.10%
Peer Avg (YTD)
+0.50%
vs Peers
-0.60%

JSDSX Mutual Fund Performance

JSDSX performance across multiple time periods: 1-month -1.22%, YTD -0.10%, 1-year 1.19%, 3-year 5.57%, 5-year 2.45%, 10-year 3.15%.

JSDSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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