JBGAX Mutual Fund

JBGAX Mutual Fund

NAV$63.10
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Returns Overview

1 Month
-2.69%
3 Months
-1.68%
6 Months
+0.21%
YTD
-1.34%
1 Year
+3.91%
3 Years (annualized)
+18.79%
5 Years (annualized)
+7.89%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBGAX 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)
-1.34%
Peer Avg (YTD)
+6.23%
vs Peers
-7.58%

JBGAX Mutual Fund Performance

JBGAX performance across multiple time periods: 1-month -2.69%, YTD -1.34%, 1-year 3.91%, 3-year 18.79%, 5-year 7.89%, 10-year 14.99%.

JBGAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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