JADBX Mutual Fund

NAV$24.60

Returns Overview

1 Month
+4.77%
3 Months
+8.71%
6 Months
+20.47%
YTD
+21.30%
1 Year
+19.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JADBX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+21.30%
Peer Avg (YTD)
+9.51%
vs Peers
+11.79%

JADBX Mutual Fund Performance

JADBX performance across multiple time periods: 1-month 4.77%, YTD 21.30%, 1-year 19.35%.

JADBX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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