JDERX Mutual Fund

NAV$10.53

Returns Overview

1 Month
-4.10%
3 Months
+2.23%
6 Months
+3.44%
YTD
+1.54%
1 Year
+5.06%
3 Years (annualized)
+6.28%
5 Years (annualized)
+7.88%
10 Years (annualized)
+16.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDERX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+10.82%
vs Peers
-9.27%

JDERX Mutual Fund Performance

JDERX performance across multiple time periods: 1-month -4.10%, YTD 1.54%, 1-year 5.06%, 3-year 6.28%, 5-year 7.88%, 10-year 16.77%.

JDERX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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