JDNRX Mutual Fund

JDNRX Mutual Fund

NAV$79.22
See how much of JDNRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.01%
3 Months
+0.56%
6 Months
+6.66%
YTD
+10.79%
1 Year
+12.71%
3 Years (annualized)
+19.50%
5 Years (annualized)
+9.64%
10 Years (annualized)
+13.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDNRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+17.72%
vs Peers
-6.93%

JDNRX Mutual Fund Performance

JDNRX performance across multiple time periods: 1-month 0.01%, YTD 10.79%, 1-year 12.71%, 3-year 19.50%, 5-year 9.64%, 10-year 13.34%.

JDNRX returns trail the peer average of 17.72% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

JDNRX vs another fund shows side-by-side returns. JDNRX alternatives are available in the Mutual Fund Screener.