JBORX Mutual Fund

NAV$9.19

Returns Overview

1 Month
+1.39%
3 Months
+1.39%
6 Months
+1.45%
YTD
+2.05%
1 Year
+5.73%
3 Years (annualized)
+1.13%
5 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBORX 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
Bloomberg Barclays US Intermediate Government/Credit Index(^BBUINTGCRI)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+22.72%
vs Peers
-20.67%

JBORX Mutual Fund Performance

JBORX performance across multiple time periods: 1-month 1.39%, YTD 2.05%, 1-year 5.73%, 3-year 1.13%, 5-year 0.54%.

JBORX returns trail the peer average of 22.72% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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