JALBX Mutual Fund

JALBX Mutual Fund

NAV$14.49
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Returns Overview

1 Month
-0.34%
3 Months
-1.04%
6 Months
+0.81%
YTD
+5.70%
1 Year
+7.14%
3 Years (annualized)
+13.88%
5 Years (annualized)
+4.57%
10 Years (annualized)
+7.48%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+5.70%
Peer Avg (YTD)
+5.30%
vs Peers
+0.39%

JALBX Mutual Fund Performance

JALBX performance across multiple time periods: 1-month -0.34%, YTD 5.70%, 1-year 7.14%, 3-year 13.88%, 5-year 4.57%, 10-year 7.48%.

JALBX returns outperform the peer average of 5.30% 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.