JDESX Mutual Fund

NAV$53.60

Returns Overview

1 Month
-1.37%
3 Months
+13.31%
6 Months
+7.85%
YTD
+7.67%
1 Year
+19.06%
3 Years (annualized)
+21.05%
5 Years (annualized)
+13.95%
10 Years (annualized)
+17.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDESX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+9.51%
vs Peers
-1.84%

JDESX Mutual Fund Performance

JDESX performance across multiple time periods: 1-month -1.37%, YTD 7.67%, 1-year 19.06%, 3-year 21.05%, 5-year 13.95%, 10-year 17.11%.

JDESX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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