JANBX Mutual Fund

JANBX Mutual Fund

NAV$49.32
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Returns Overview

1 Month
+1.34%
3 Months
+1.13%
6 Months
+3.82%
YTD
+4.89%
1 Year
+4.98%
3 Years (annualized)
+15.74%
5 Years (annualized)
+6.59%
10 Years (annualized)
+10.52%

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)
+4.89%
Peer Avg (YTD)
+5.28%
vs Peers
-0.39%

JANBX Mutual Fund Performance

JANBX performance across multiple time periods: 1-month 1.34%, YTD 4.89%, 1-year 4.98%, 3-year 15.74%, 5-year 6.59%, 10-year 10.52%.

JANBX returns trail the peer average of 5.28% 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.