JDBRX Mutual Fund

NAV$49.05

Returns Overview

1 Month
+0.27%
3 Months
+9.13%
6 Months
+3.61%
YTD
+3.52%
1 Year
+10.20%
3 Years (annualized)
+12.71%
5 Years (annualized)
+6.78%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDBRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+5.87%
vs Peers
-2.35%

JDBRX Mutual Fund Performance

JDBRX performance across multiple time periods: 1-month 0.27%, YTD 3.52%, 1-year 10.20%, 3-year 12.71%, 5-year 6.78%, 10-year 9.71%.

JDBRX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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