JBAFX Mutual Fund

JBAFX Mutual Fund

NAV$31.82
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Returns Overview

1 Month
+0.22%
3 Months
-0.86%
6 Months
+2.72%
YTD
+9.29%
1 Year
+11.27%
3 Years (annualized)
+17.13%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+5.92%
vs Peers
+3.36%

JBAFX Mutual Fund Performance

JBAFX performance across multiple time periods: 1-month 0.22%, YTD 9.29%, 1-year 11.27%, 3-year 17.13%, 5-year 7.99%, 10-year 10.02%.

JBAFX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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