JANBX Mutual Fund

NAV$49.70

Returns Overview

1 Month
+0.33%
3 Months
+9.31%
6 Months
+3.95%
YTD
+3.84%
1 Year
+10.89%
3 Years (annualized)
+13.42%
5 Years (annualized)
+7.45%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+5.87%
vs Peers
-2.02%

JANBX Mutual Fund Performance

JANBX performance across multiple time periods: 1-month 0.33%, YTD 3.84%, 1-year 10.89%, 3-year 13.42%, 5-year 7.45%, 10-year 10.40%.

JANBX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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