JDMAX Mutual Fund

NAV$143.42

Returns Overview

1 Month
-0.31%
3 Months
+6.39%
6 Months
+5.41%
YTD
+7.66%
1 Year
+13.61%
3 Years (annualized)
+11.90%
5 Years (annualized)
+7.13%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDMAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+10.82%
vs Peers
-3.15%

JDMAX Mutual Fund Performance

JDMAX performance across multiple time periods: 1-month -0.31%, YTD 7.66%, 1-year 13.61%, 3-year 11.90%, 5-year 7.13%, 10-year 12.66%.

JDMAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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