JCBQX Mutual Fund

JCBQX Mutual Fund

NAV$9.79
See how much of JCBQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.10%
3 Months
-1.17%
6 Months
-2.78%
YTD
-0.76%
1 Year
+1.14%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.14%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+2.15%
vs Peers
-2.91%

JCBQX Mutual Fund Performance

JCBQX performance across multiple time periods: 1-month -0.10%, YTD -0.76%, 1-year 1.14%, 3-year 4.00%, 5-year -0.14%, 10-year 1.52%.

JCBQX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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