JDWAX Mutual Fund

JDWAX Mutual Fund

NAV$132.86
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Returns Overview

1 Month
-2.44%
3 Months
-1.67%
6 Months
+3.22%
YTD
+6.81%
1 Year
+8.16%
3 Years (annualized)
+22.24%
5 Years (annualized)
+10.01%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+5.14%
vs Peers
+1.67%

JDWAX Mutual Fund Performance

JDWAX performance across multiple time periods: 1-month -2.44%, YTD 6.81%, 1-year 8.16%, 3-year 22.24%, 5-year 10.01%, 10-year 13.32%.

JDWAX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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