JDURX Mutual Fund

NAV$15.35

Returns Overview

1 Month
-2.04%
3 Months
-6.23%
6 Months
+3.37%
YTD
+1.05%
1 Year
+13.71%
3 Years (annualized)
+14.39%
5 Years (annualized)
+14.42%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDURX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+10.15%
vs Peers
-9.09%

JDURX Mutual Fund Performance

JDURX performance across multiple time periods: 1-month -2.04%, YTD 1.05%, 1-year 13.71%, 3-year 14.39%, 5-year 14.42%, 10-year 11.26%.

JDURX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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