JCBRX Mutual Fund

JCBRX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-0.10%
3 Months
-1.14%
6 Months
-2.72%
YTD
-0.68%
1 Year
+1.26%
3 Years (annualized)
+4.19%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBRX 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)
-0.68%
Peer Avg (YTD)
+2.15%
vs Peers
-2.83%

JCBRX Mutual Fund Performance

JCBRX performance across multiple time periods: 1-month -0.10%, YTD -0.68%, 1-year 1.26%, 3-year 4.19%, 5-year 0.03%, 10-year 1.73%.

JCBRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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