JSLBX Mutual Fund

JSLBX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
-1.34%
3 Months
+1.92%
6 Months
+4.75%
YTD
+6.88%
1 Year
+14.15%
3 Years (annualized)
+10.24%
5 Years (annualized)
+4.78%
10 Years (annualized)
+7.47%

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)
+6.88%
Peer Avg (YTD)
+5.54%
vs Peers
+1.34%

JSLBX Mutual Fund Performance

JSLBX performance across multiple time periods: 1-month -1.34%, YTD 6.88%, 1-year 14.15%, 3-year 10.24%, 5-year 4.78%, 10-year 7.47%.

JSLBX returns outperform the peer average of 5.54% 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.