JCBZX Mutual Fund

JCBZX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
+2.17%
3 Months
-0.24%
6 Months
-1.20%
YTD
-1.19%
1 Year
-1.01%
3 Years (annualized)
+4.88%
5 Years (annualized)
-0.46%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JCBZX 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
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📉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)
-1.19%
Peer Avg (YTD)
+1.93%
vs Peers
-3.12%

JCBZX Mutual Fund Performance

JCBZX performance across multiple time periods: 1-month 2.17%, YTD -1.19%, 1-year -1.01%, 3-year 4.88%, 5-year -0.46%, 10-year 1.14%.

JCBZX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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