JBAVX Mutual Fund

NAV$32.11

Returns Overview

1 Month
-1.02%
3 Months
+2.39%
6 Months
+6.96%
YTD
+8.59%
1 Year
+21.08%
3 Years (annualized)
+16.42%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAVX 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)
+8.59%
Peer Avg (YTD)
+5.87%
vs Peers
+2.72%

JBAVX Mutual Fund Performance

JBAVX performance across multiple time periods: 1-month -1.02%, YTD 8.59%, 1-year 21.08%, 3-year 16.42%, 5-year 9.22%, 10-year 10.55%.

JBAVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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