JSFBX Mutual Fund

JSFBX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-2.07%
3 Months
+7.43%
6 Months
+7.52%
YTD
+0.80%
1 Year
+13.87%
3 Years (annualized)
+6.27%
5 Years (annualized)
+6.21%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSFBX 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)
+0.80%
Peer Avg (YTD)
+2.11%
vs Peers
-1.31%

JSFBX Mutual Fund Performance

JSFBX performance across multiple time periods: 1-month -2.07%, YTD 0.80%, 1-year 13.87%, 3-year 6.27%, 5-year 6.21%, 10-year 4.97%.

JSFBX returns trail the peer average of 2.11% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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