JACDX Mutual Fund

NAV$10.86

Returns Overview

1 Month
-4.57%
3 Months
+0.56%
6 Months
+4.12%
YTD
+10.37%
1 Year
+17.16%
3 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JACDX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+8.97%
vs Peers
+1.39%

JACDX Mutual Fund Performance

JACDX performance across multiple time periods: 1-month -4.57%, YTD 10.37%, 1-year 17.16%, 3-year 11.12%.

JACDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

JACDX performance comparison shows side-by-side returns with another fund. JACDX alternatives are available in the Mutual Fund Screener.