JGBZX Mutual Fund

JGBZX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+2.48%
3 Months
-0.11%
6 Months
-1.08%
YTD
-1.05%
1 Year
-0.90%
3 Years (annualized)
+4.36%
5 Years (annualized)
-0.82%
10 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JGBZX 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 Government Bond Index
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+1.93%
vs Peers
-2.98%

JGBZX Mutual Fund Performance

JGBZX performance across multiple time periods: 1-month 2.48%, YTD -1.05%, 1-year -0.90%, 3-year 4.36%, 5-year -0.82%, 10-year 0.46%.

JGBZX 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.

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