JBAVX Mutual Fund

JBAVX Mutual Fund

NAV$32.37
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Returns Overview

1 Month
-1.55%
3 Months
-1.31%
6 Months
+10.23%
YTD
+9.23%
1 Year
+13.70%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.44%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBAVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+4.96%
vs Peers
+4.27%

JBAVX Mutual Fund Performance

JBAVX performance across multiple time periods: 1-month -1.55%, YTD 9.23%, 1-year 13.70%, 3-year 15.97%, 5-year 8.44%, 10-year 10.22%.

JBAVX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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