JNBZX Mutual Fund

JNBZX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
-0.50%
3 Months
-1.14%
6 Months
+1.74%
YTD
+4.88%
1 Year
+6.38%
3 Years (annualized)
+12.44%
5 Years (annualized)
+4.34%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNBZX 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)
+4.88%
Peer Avg (YTD)
+3.02%
vs Peers
+1.87%

JNBZX Mutual Fund Performance

JNBZX performance across multiple time periods: 1-month -0.50%, YTD 4.88%, 1-year 6.38%, 3-year 12.44%, 5-year 4.34%, 10-year 5.91%.

JNBZX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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