JDBAX Mutual Fund

NAV$49.49

Returns Overview

1 Month
+0.33%
3 Months
+9.25%
6 Months
+3.85%
YTD
+3.76%
1 Year
+10.70%
3 Years (annualized)
+13.21%
5 Years (annualized)
+7.25%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDBAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+5.87%
vs Peers
-2.10%

JDBAX Mutual Fund Performance

JDBAX performance across multiple time periods: 1-month 0.33%, YTD 3.76%, 1-year 10.70%, 3-year 13.21%, 5-year 7.25%, 10-year 10.22%.

JDBAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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