JDIAX Mutual Fund

NAV$64.39

Returns Overview

1 Month
-1.45%
3 Months
+5.09%
6 Months
+3.67%
YTD
+10.26%
1 Year
+27.37%
3 Years (annualized)
+16.91%
5 Years (annualized)
+9.53%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDIAX 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 AC World ex-USA Index(^MSEUACWX)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+9.13%
vs Peers
+1.13%

JDIAX Mutual Fund Performance

JDIAX performance across multiple time periods: 1-month -1.45%, YTD 10.26%, 1-year 27.37%, 3-year 16.91%, 5-year 9.53%, 10-year 11.94%.

JDIAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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