JFBUX Mutual Fund

JFBUX Mutual Fund

NAV$21.63
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Returns Overview

1 Month
-1.65%
3 Months
-1.33%
6 Months
+7.85%
YTD
+5.25%
1 Year
+7.59%
3 Years (annualized)
+13.81%
5 Years (annualized)
+7.25%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JFBUX 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
Lipper Mixed-Asset Target Allocation Growth Funds Index(^LMATGTALGFI)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+4.96%
vs Peers
+0.29%

JFBUX Mutual Fund Performance

JFBUX performance across multiple time periods: 1-month -1.65%, YTD 5.25%, 1-year 7.59%, 3-year 13.81%, 5-year 7.25%, 10-year 9.75%.

JFBUX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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