JBGCX Mutual Fund

JBGCX Mutual Fund

NAV$54.70
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Returns Overview

1 Month
-2.73%
3 Months
-1.84%
6 Months
-0.13%
YTD
-1.73%
1 Year
+3.20%
3 Years (annualized)
+17.96%
5 Years (annualized)
+7.12%
10 Years (annualized)
+14.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBGCX 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)
-1.73%
Peer Avg (YTD)
+6.23%
vs Peers
-7.96%

JBGCX Mutual Fund Performance

JBGCX performance across multiple time periods: 1-month -2.73%, YTD -1.73%, 1-year 3.20%, 3-year 17.96%, 5-year 7.12%, 10-year 14.17%.

JBGCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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