JSDUX Mutual Fund

JSDUX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
-0.64%
3 Months
-0.21%
6 Months
+0.41%
YTD
+0.68%
1 Year
+1.92%
3 Years (annualized)
+4.91%
5 Years (annualized)
+2.56%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSDUX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+0.50%
vs Peers
+0.18%

JSDUX Mutual Fund Performance

JSDUX performance across multiple time periods: 1-month -0.64%, YTD 0.68%, 1-year 1.92%, 3-year 4.91%, 5-year 2.56%, 10-year 2.43%.

JSDUX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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