JSLBX Mutual Fund

JSLBX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
+1.57%
3 Months
+0.59%
6 Months
+4.60%
YTD
+8.55%
1 Year
+13.69%
3 Years (annualized)
+11.64%
5 Years (annualized)
+4.85%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSLBX 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
Morningstar US Moderate Target Allocation Index
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+6.28%
vs Peers
+2.27%

JSLBX Mutual Fund Performance

JSLBX performance across multiple time periods: 1-month 1.57%, YTD 8.55%, 1-year 13.69%, 3-year 11.64%, 5-year 4.85%, 10-year 7.58%.

JSLBX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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