JDWNX Mutual Fund

NAV$136.37

Returns Overview

1 Month
+1.07%
3 Months
+15.56%
6 Months
+9.62%
YTD
+9.03%
1 Year
+18.17%
3 Years (annualized)
+21.21%
5 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWNX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.03%
Peer Avg (YTD)
+8.97%
vs Peers
+0.06%

JDWNX Mutual Fund Performance

JDWNX performance across multiple time periods: 1-month 1.07%, YTD 9.03%, 1-year 18.17%, 3-year 21.21%, 5-year 11.93%.

JDWNX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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