JBGCX Mutual Fund

JBGCX Mutual Fund

NAV$51.65
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Returns Overview

1 Month
-6.08%
3 Months
-1.57%
6 Months
-3.39%
YTD
-3.28%
1 Year
-4.85%
3 Years (annualized)
+20.15%
5 Years (annualized)
+6.10%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBGCX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.28%
Peer Avg (YTD)
+4.64%
vs Peers
-7.92%

JBGCX Mutual Fund Performance

JBGCX performance across multiple time periods: 1-month -6.08%, YTD -3.28%, 1-year -4.85%, 3-year 20.15%, 5-year 6.10%, 10-year 13.97%.

JBGCX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

JBGCX vs another fund shows side-by-side returns. JBGCX alternatives are available in the Mutual Fund Screener.