JBGCX Mutual Fund

JBGCX Mutual Fund

NAV$57.48
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Returns Overview

1 Month
+3.24%
3 Months
-3.86%
6 Months
+8.15%
YTD
+1.46%
1 Year
+6.14%
3 Years (annualized)
+19.58%
5 Years (annualized)
+7.04%
10 Years (annualized)
+14.53%

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
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📉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)
+1.46%
Peer Avg (YTD)
+8.51%
vs Peers
-7.05%

JBGCX Mutual Fund Performance

JBGCX performance across multiple time periods: 1-month 3.24%, YTD 1.46%, 1-year 6.14%, 3-year 19.58%, 5-year 7.04%, 10-year 14.53%.

JBGCX returns trail the peer average of 8.51% 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.