JCBCX Mutual Fund

NAV$10.15

Returns Overview

1 Month
+0.39%
3 Months
-0.79%
6 Months
+0.79%
YTD
+0.88%
1 Year
+5.04%
3 Years (annualized)
+2.76%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBCX 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 California Municipal Bond Index
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+1.08%
vs Peers
-0.20%

JCBCX Mutual Fund Performance

JCBCX performance across multiple time periods: 1-month 0.39%, YTD 0.88%, 1-year 5.04%, 3-year 2.76%, 5-year 0.29%, 10-year 1.00%.

JCBCX returns trail the peer average of 1.08% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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