JCBRX Mutual Fund

NAV$10.11

Returns Overview

1 Month
-1.46%
3 Months
-1.65%
6 Months
-2.79%
YTD
-2.79%
1 Year
+3.80%
3 Years (annualized)
+4.44%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBRX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-2.79%
Peer Avg (YTD)
+3.23%
vs Peers
-6.02%

JCBRX Mutual Fund Performance

JCBRX performance across multiple time periods: 1-month -1.46%, YTD -2.79%, 1-year 3.80%, 3-year 4.44%, 5-year 0.49%, 10-year 1.88%.

JCBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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