JBATX Mutual Fund

NAV$31.39

Returns Overview

1 Month
-2.58%
3 Months
+1.68%
6 Months
+4.67%
YTD
+6.62%
1 Year
+20.56%
3 Years (annualized)
+15.92%
5 Years (annualized)
+8.75%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBATX 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)
+6.62%
Peer Avg (YTD)
+5.87%
vs Peers
+0.76%

JBATX Mutual Fund Performance

JBATX performance across multiple time periods: 1-month -2.58%, YTD 6.62%, 1-year 20.56%, 3-year 15.92%, 5-year 8.75%, 10-year 9.99%.

JBATX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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