JBOAX Mutual Fund

JBOAX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+1.36%
3 Months
+1.30%
6 Months
+1.28%
YTD
+1.99%
1 Year
+5.36%
3 Years (annualized)
+0.75%
5 Years (annualized)
+0.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBOAX 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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+22.72%
vs Peers
-20.73%

JBOAX Mutual Fund Performance

JBOAX performance across multiple time periods: 1-month 1.36%, YTD 1.99%, 1-year 5.36%, 3-year 0.75%, 5-year 0.13%.

JBOAX returns trail the peer average of 22.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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