JDBRX Mutual Fund

JDBRX Mutual Fund

NAV$49.85
See how much of JDBRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.16%
3 Months
+2.50%
6 Months
+2.92%
YTD
+3.35%
1 Year
+8.65%
3 Years (annualized)
+11.95%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDBRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+5.54%
vs Peers
-2.19%

JDBRX Mutual Fund Performance

JDBRX performance across multiple time periods: 1-month -0.16%, YTD 3.35%, 1-year 8.65%, 3-year 11.95%, 5-year 6.22%, 10-year 9.36%.

JDBRX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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