JDWRX Mutual Fund

JDWRX Mutual Fund

NAV$129.91
See how much of JDWRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.46%
3 Months
-1.75%
6 Months
+3.04%
YTD
+6.50%
1 Year
+7.78%
3 Years (annualized)
+21.76%
5 Years (annualized)
+9.58%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWRX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+4.64%
vs Peers
+1.86%

JDWRX Mutual Fund Performance

JDWRX performance across multiple time periods: 1-month -2.46%, YTD 6.50%, 1-year 7.78%, 3-year 21.76%, 5-year 9.58%, 10-year 12.92%.

JDWRX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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