JNBAX Mutual Fund

NAV$10.58

Returns Overview

1 Month
-2.67%
3 Months
-0.56%
6 Months
-0.94%
YTD
+0.76%
1 Year
+13.64%
3 Years (annualized)
+11.27%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNBAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+4.14%
vs Peers
-3.38%

JNBAX Mutual Fund Performance

JNBAX performance across multiple time periods: 1-month -2.67%, YTD 0.76%, 1-year 13.64%, 3-year 11.27%, 5-year 4.81%, 10-year 6.05%.

JNBAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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