JRBFX Mutual Fund

JRBFX Mutual Fund

NAV$32.37
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Returns Overview

1 Month
-2.54%
3 Months
+8.41%
6 Months
+14.07%
YTD
+16.65%
1 Year
+19.48%
3 Years (annualized)
+24.22%
5 Years (annualized)
+8.50%
10 Years (annualized)
+11.13%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.65%
Peer Avg (YTD)
+11.10%
vs Peers
+5.54%

JRBFX Mutual Fund Performance

JRBFX performance across multiple time periods: 1-month -2.54%, YTD 16.65%, 1-year 19.48%, 3-year 24.22%, 5-year 8.50%, 10-year 11.13%.

JRBFX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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