JMBUX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-0.80%
3 Months
-0.08%
6 Months
+1.46%
YTD
+2.90%
1 Year
+6.59%
3 Years (annualized)
+2.44%
5 Years (annualized)
+0.50%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMBUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+6.79%
vs Peers
-3.89%

JMBUX Mutual Fund Performance

JMBUX performance across multiple time periods: 1-month -0.80%, YTD 2.90%, 1-year 6.59%, 3-year 2.44%, 5-year 0.50%, 10-year 2.01%.

JMBUX returns trail the peer average of 6.79% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

JMBUX performance comparison shows side-by-side returns with another fund. JMBUX alternatives are available in the Mutual Fund Screener.