JBAFX Mutual Fund

NAV$32.18

Returns Overview

1 Month
-1.05%
3 Months
+2.39%
6 Months
+6.98%
YTD
+8.57%
1 Year
+20.82%
3 Years (annualized)
+16.20%
5 Years (annualized)
+9.01%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAFX 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 Index(SPX)
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+5.87%
vs Peers
+2.70%

JBAFX Mutual Fund Performance

JBAFX performance across multiple time periods: 1-month -1.05%, YTD 8.57%, 1-year 20.82%, 3-year 16.20%, 5-year 9.01%, 10-year 10.34%.

JBAFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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