JNBAX Mutual Fund

JNBAX Mutual Fund

NAV$10.31
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Returns Overview

1 Month
-0.42%
3 Months
-1.20%
6 Months
+0.13%
YTD
+4.29%
1 Year
+6.15%
3 Years (annualized)
+12.21%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNBAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.29%
Peer Avg (YTD)
+2.95%
vs Peers
+1.34%

JNBAX Mutual Fund Performance

JNBAX performance across multiple time periods: 1-month -0.42%, YTD 4.29%, 1-year 6.15%, 3-year 12.21%, 5-year 4.11%, 10-year 5.67%.

JNBAX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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