JBALX Mutual Fund

JBALX Mutual Fund

NAV$50.06
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Returns Overview

1 Month
-1.62%
3 Months
-0.30%
6 Months
+8.98%
YTD
+3.54%
1 Year
+5.38%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.90%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBALX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+4.96%
vs Peers
-1.42%

JBALX Mutual Fund Performance

JBALX performance across multiple time periods: 1-month -1.62%, YTD 3.54%, 1-year 5.38%, 3-year 13.72%, 5-year 6.90%, 10-year 10.61%.

JBALX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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