JBAFX Mutual Fund

JBAFX Mutual Fund

NAV$32.45
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Returns Overview

1 Month
-1.56%
3 Months
-1.38%
6 Months
+10.10%
YTD
+9.05%
1 Year
+13.48%
3 Years (annualized)
+15.74%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAFX 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
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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)
+9.05%
Peer Avg (YTD)
+4.96%
vs Peers
+4.08%

JBAFX Mutual Fund Performance

JBAFX performance across multiple time periods: 1-month -1.56%, YTD 9.05%, 1-year 13.48%, 3-year 15.74%, 5-year 8.21%, 10-year 10.01%.

JBAFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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