JNBZX Mutual Fund

JNBZX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-2.25%
3 Months
-1.79%
6 Months
+5.03%
YTD
+5.01%
1 Year
+7.84%
3 Years (annualized)
+17.91%
5 Years (annualized)
+11.10%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JNBZX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.01%
Peer Avg (YTD)
+2.46%
vs Peers
+2.55%

JNBZX Mutual Fund Performance

JNBZX performance across multiple time periods: 1-month -2.25%, YTD 5.01%, 1-year 7.84%, 3-year 17.91%, 5-year 11.10%, 10-year 6.04%.

JNBZX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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