JDPNX Mutual Fund

JDPNX Mutual Fund

NAV$17.10
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Returns Overview

1 Month
+5.80%
3 Months
-0.30%
6 Months
+0.84%
YTD
+12.85%
1 Year
+16.29%
3 Years (annualized)
+16.39%
5 Years (annualized)
+8.50%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDPNX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+10.76%
vs Peers
+2.09%

JDPNX Mutual Fund Performance

JDPNX performance across multiple time periods: 1-month 5.80%, YTD 12.85%, 1-year 16.29%, 3-year 16.39%, 5-year 8.50%, 10-year 9.12%.

JDPNX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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