JANBX Mutual Fund

JANBX Mutual Fund

NAV$49.37
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Returns Overview

1 Month
+1.47%
3 Months
+1.68%
6 Months
+5.61%
YTD
+5.24%
1 Year
+9.60%
3 Years (annualized)
+13.69%
5 Years (annualized)
+6.87%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JANBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+6.28%
vs Peers
-1.04%

JANBX Mutual Fund Performance

JANBX performance across multiple time periods: 1-month 1.47%, YTD 5.24%, 1-year 9.60%, 3-year 13.69%, 5-year 6.87%, 10-year 10.43%.

JANBX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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