JCBQX Mutual Fund

JCBQX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+2.22%
3 Months
-0.11%
6 Months
-0.95%
YTD
-0.77%
1 Year
-0.41%
3 Years (annualized)
+5.39%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.64%

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
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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 US Aggregate Index
This Mutual Fund (YTD)
-0.77%
Peer Avg (YTD)
+1.93%
vs Peers
-2.70%

JCBQX Mutual Fund Performance

JCBQX performance across multiple time periods: 1-month 2.22%, YTD -0.77%, 1-year -0.41%, 3-year 5.39%, 5-year 0.03%, 10-year 1.64%.

JCBQX returns trail the peer average of 1.93% 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.