JDBAX Mutual Fund

JDBAX Mutual Fund

NAV$49.83
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Returns Overview

1 Month
-1.65%
3 Months
-0.38%
6 Months
+8.84%
YTD
+3.37%
1 Year
+5.14%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.66%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDBAX 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)
+3.37%
Peer Avg (YTD)
+4.96%
vs Peers
-1.59%

JDBAX Mutual Fund Performance

JDBAX performance across multiple time periods: 1-month -1.65%, YTD 3.37%, 1-year 5.14%, 3-year 13.46%, 5-year 6.66%, 10-year 10.21%.

JDBAX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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