JBSOX Mutual Fund

NAV$17.21

Returns Overview

1 Month
+0.18%
3 Months
+8.74%
6 Months
-8.12%
YTD
-3.84%
1 Year
+0.03%
3 Years (annualized)
+8.28%
5 Years (annualized)
+11.01%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBSOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-3.84%
Peer Avg (YTD)
-0.91%
vs Peers
-2.94%

JBSOX Mutual Fund Performance

JBSOX performance across multiple time periods: 1-month 0.18%, YTD -3.84%, 1-year 0.03%, 3-year 8.28%, 5-year 11.01%, 10-year 10.88%.

JBSOX returns trail the peer average of -0.91% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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