JBGCX Mutual Fund

NAV$55.75

Returns Overview

1 Month
-4.26%
3 Months
+13.94%
6 Months
+0.55%
YTD
+1.03%
1 Year
+9.85%
3 Years (annualized)
+23.19%
5 Years (annualized)
+14.33%
10 Years (annualized)
+18.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+8.97%
vs Peers
-7.94%

JBGCX Mutual Fund Performance

JBGCX performance across multiple time periods: 1-month -4.26%, YTD 1.03%, 1-year 9.85%, 3-year 23.19%, 5-year 14.33%, 10-year 18.89%.

JBGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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