JBAVX Mutual Fund

JBAVX Mutual Fund

NAV$31.94
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Returns Overview

1 Month
+0.56%
3 Months
+1.40%
6 Months
+7.96%
YTD
+10.95%
1 Year
+18.52%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAVX 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)
+10.95%
Peer Avg (YTD)
+6.28%
vs Peers
+4.67%

JBAVX Mutual Fund Performance

JBAVX performance across multiple time periods: 1-month 0.56%, YTD 10.95%, 1-year 18.52%, 3-year 15.97%, 5-year 8.44%, 10-year 10.22%.

JBAVX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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