JCBSX Mutual Fund

JCBSX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.29%
3 Months
-0.92%
6 Months
+0.97%
YTD
+0.90%
1 Year
+5.47%
3 Years (annualized)
+3.42%
5 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBSX 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)
+0.90%
Peer Avg (YTD)
+1.08%
vs Peers
-0.18%

JCBSX Mutual Fund Performance

JCBSX performance across multiple time periods: 1-month 0.29%, YTD 0.90%, 1-year 5.47%, 3-year 3.42%, 5-year 0.94%.

JCBSX returns trail the peer average of 1.08% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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