JCBUX Mutual Fund

JCBUX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
-0.10%
3 Months
-1.12%
6 Months
-2.67%
YTD
-0.52%
1 Year
+1.45%
3 Years (annualized)
+4.31%
5 Years (annualized)
+0.13%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBUX 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)
-0.52%
Peer Avg (YTD)
+2.15%
vs Peers
-2.67%

JCBUX Mutual Fund Performance

JCBUX performance across multiple time periods: 1-month -0.10%, YTD -0.52%, 1-year 1.45%, 3-year 4.31%, 5-year 0.13%, 10-year 1.84%.

JCBUX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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