|
| Morningstar Return Rating: | High | | Year to Date Return: | 11.88% | | 5-Year Average Return: | 5.72% | | Number of Years Up: | 5 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.67% | |
Worst 1-Yr Total Return (2008): | 0.83% | |
Best 3-Yr Total Return (2005-7): | 5.01% | |
Worst 3-Yr Total Return (2004-6): | 4.46% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JBGIX | Category | Diff | Index* | Diff | | Year To Date | 11.88 | 14.86 | -2.98 | 7.61 | 4.27 | | 1-Month | 1.27 | 1.13 | 0.14 | 1.29 | -0.02 | | 3-Month | 3.82 | 3.76 | 0.06 | 2.86 | 0.96 | | 1-Year | 17.23 | 18.84 | -1.61 | 11.63 | 5.6 | | 3-Year | 6.49 | 4.58 | 1.91 | 6.40 | 0.09 | | 5-Year | 5.72 | 4.20 | 1.52 | 5.49 | 0.23 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 11.61 | 13.91 | -2.3 | 7.06 | 4.55 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 7.75 | 6.57 | 1.18 | 7.94 | -0.19 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JBGIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 0.83 | -4.70 | 5.53 | | 2007 | | | 7.67 | 4.70 | 2.97 | | 2006 | | | 5.10 | 4.15 | 0.95 | | 2005 | | | 2.33 | 1.80 | 0.53 | | 2004 | | | 5.99 | 3.91 | 2.08 | | 2003 | | | 9.96 | 5.10 | 4.86 | | 2002 | | | 14.70 | 8.04 | 6.66 | | 2001 | | | 6.34 | 7.64 | -1.30 | | 2000 | | | 5.69 | 9.44 | -3.75 | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
JBGIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.22 | 3.95 | 5.59 | N/A | | 2008 | 2.00 | -0.82 | -2.56 | 2.28 | | 2007 | 1.13 | 0.25 | 3.23 | 2.88 | | 2006 | -0.54 | 0.55 | 3.11 | 1.92 | | 2005 | -0.35 | 2.41 | -0.04 | 0.32 | | 2004 | 1.77 | -2.83 | 2.60 | 4.47 | | 2003 | 2.90 | 4.03 | 0.51 | 2.20 | | 2002 | -0.32 | 6.92 | 5.14 | 2.37 | | 2001 | 1.08 | -0.32 | 5.89 | -0.32 | | 2000 | 1.19 | 0.48 | -0.33 | 4.29 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 709 | 1126 | 62.97 | | 1-Month | 829 | 1168 | 70.98 | | 3-Month | 625 | 1158 | 53.97 | | 6-Month | 695 | 1140 | 60.96 | | 1-Year | 571 | 1120 | 50.98 | | 3-Year | 184 | 970 | 18.97 | | 5-Year | 93 | 854 | 10.89 |
|
|
|
|
|