JBATX Mutual Fund

JBATX Mutual Fund

NAV$31.61
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Returns Overview

1 Month
+0.19%
3 Months
-0.90%
6 Months
+2.58%
YTD
+9.04%
1 Year
+11.00%
3 Years (annualized)
+16.86%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBATX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+5.30%
vs Peers
+3.74%

JBATX Mutual Fund Performance

JBATX performance across multiple time periods: 1-month 0.19%, YTD 9.04%, 1-year 11.00%, 3-year 16.86%, 5-year 7.73%, 10-year 9.67%.

JBATX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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