JTBDX Mutual Fund

NAV$8.96

Returns Overview

1 Month
+0.87%
3 Months
+2.41%
6 Months
+2.12%
YTD
+2.12%
1 Year
+6.64%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTBDX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+1.79%
vs Peers
+0.34%

JTBDX Mutual Fund Performance

JTBDX performance across multiple time periods: 1-month 0.87%, YTD 2.12%, 1-year 6.64%, 3-year 4.26%, 5-year 1.01%.

JTBDX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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