JCBAX Mutual Fund

JCBAX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
+0.38%
3 Months
-0.78%
6 Months
+1.00%
YTD
+0.95%
1 Year
+5.49%
3 Years (annualized)
+3.25%
5 Years (annualized)
+0.77%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBAX 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
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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 California Municipal Bond Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+1.08%
vs Peers
-0.12%

JCBAX Mutual Fund Performance

JCBAX performance across multiple time periods: 1-month 0.38%, YTD 0.95%, 1-year 5.49%, 3-year 3.25%, 5-year 0.77%, 10-year 1.48%.

JCBAX returns trail the peer average of 1.08% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

JCBAX vs another fund shows side-by-side returns. JCBAX alternatives are available in the Mutual Fund Screener.