JBGAX Mutual Fund

JBGAX Mutual Fund

NAV$64.18
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Returns Overview

1 Month
-4.20%
3 Months
+14.14%
6 Months
+0.90%
YTD
+1.38%
1 Year
+10.62%
3 Years (annualized)
+23.79%
5 Years (annualized)
+14.71%
10 Years (annualized)
+19.50%

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)
+1.38%
Peer Avg (YTD)
+8.97%
vs Peers
-7.59%

JBGAX Mutual Fund Performance

JBGAX performance across multiple time periods: 1-month -4.20%, YTD 1.38%, 1-year 10.62%, 3-year 23.79%, 5-year 14.71%, 10-year 19.50%.

JBGAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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