JBAWX Mutual Fund

JBAWX Mutual Fund

NAV$32.09
See how much of JBAWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.31%
3 Months
+3.66%
6 Months
+8.74%
YTD
+10.36%
1 Year
+19.69%
3 Years (annualized)
+15.51%
5 Years (annualized)
+8.90%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAWX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.36%
Peer Avg (YTD)
+5.54%
vs Peers
+4.83%

JBAWX Mutual Fund Performance

JBAWX performance across multiple time periods: 1-month -0.31%, YTD 10.36%, 1-year 19.69%, 3-year 15.51%, 5-year 8.90%, 10-year 10.27%.

JBAWX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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