JDBRX Mutual Fund

JDBRX Mutual Fund

NAV$49.40
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Returns Overview

1 Month
-1.70%
3 Months
-0.48%
6 Months
+8.61%
YTD
+3.02%
1 Year
+4.67%
3 Years (annualized)
+12.98%
5 Years (annualized)
+6.20%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDBRX 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)
+3.02%
Peer Avg (YTD)
+4.96%
vs Peers
-1.94%

JDBRX Mutual Fund Performance

JDBRX performance across multiple time periods: 1-month -1.70%, YTD 3.02%, 1-year 4.67%, 3-year 12.98%, 5-year 6.20%, 10-year 9.76%.

JDBRX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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