JRBFX Mutual Fund

NAV$34.85

Returns Overview

1 Month
+8.76%
3 Months
+16.27%
6 Months
+17.27%
YTD
+17.03%
1 Year
+30.01%
3 Years (annualized)
+27.33%
5 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBFX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+17.03%
Peer Avg (YTD)
+8.61%
vs Peers
+8.42%

JRBFX Mutual Fund Performance

JRBFX performance across multiple time periods: 1-month 8.76%, YTD 17.03%, 1-year 30.01%, 3-year 27.33%, 5-year 8.82%.

JRBFX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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