JBAWX Mutual Fund

NAV$32.23

Returns Overview

1 Month
+0.22%
3 Months
+3.10%
6 Months
+7.43%
YTD
+9.37%
1 Year
+21.13%
3 Years (annualized)
+16.48%
5 Years (annualized)
+9.28%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAWX 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)
+9.37%
Peer Avg (YTD)
+5.87%
vs Peers
+3.50%

JBAWX Mutual Fund Performance

JBAWX performance across multiple time periods: 1-month 0.22%, YTD 9.37%, 1-year 21.13%, 3-year 16.48%, 5-year 9.28%, 10-year 10.62%.

JBAWX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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