JALBX Mutual Fund

JALBX Mutual Fund

NAV$14.76
See how much of JALBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.34%
3 Months
+1.87%
6 Months
+4.69%
YTD
+6.81%
1 Year
+13.97%
3 Years (annualized)
+10.97%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JALBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+5.54%
vs Peers
+1.27%

JALBX Mutual Fund Performance

JALBX performance across multiple time periods: 1-month -1.34%, YTD 6.81%, 1-year 13.97%, 3-year 10.97%, 5-year 5.12%, 10-year 7.56%.

JALBX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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