|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 10.82% | | 5-Year Average Return: | 6.01% | | Number of Years Up: | 3 | | Number of Years Down: | 0 | |
Best 1-Yr Total Return (2007): | 7.19% | |
Worst 1-Yr Total Return (2006): | 4.20% | |
Best 3-Yr Total Return (2006-8): | 5.20% | |
Worst 3-Yr Total Return (2006-8): | 5.20% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JCBUX | Category | Diff | Index* | Diff | | Year To Date | 10.82 | 14.86 | -4.04 | 7.61 | 3.21 | | 1-Month | 1.01 | 1.13 | -0.12 | 1.29 | -0.28 | | 3-Month | 2.67 | 3.76 | -1.09 | 2.86 | -0.19 | | 1-Year | 13.34 | 18.84 | -5.5 | 11.63 | 1.71 | | 3-Year | 7.12 | 4.58 | 2.54 | 6.40 | 0.72 | | 5-Year | 6.01 | 4.20 | 1.81 | 5.49 | 0.52 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 8.81 | 13.91 | -5.1 | 7.06 | 1.75 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 10.52 | 6.57 | 3.95 | 7.94 | 2.58 |
|
| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JCBUX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | 4.24 | -4.70 | 8.94 | | 2007 | | | 7.19 | 4.70 | 2.49 | | 2006 | | | 4.20 | 4.15 | 0.05 | | 2005 | | | N/A | 1.80 | N/A | | 2004 | | | N/A | 3.91 | N/A | | 2003 | | | N/A | 5.10 | N/A | | 2002 | | | N/A | 8.04 | N/A | | 2001 | | | N/A | 7.64 | N/A | | 2000 | | | N/A | 9.44 | N/A | | 1999 | | | N/A | -1.35 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
JCBUX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 2.29 | 2.48 | 3.85 | N/A | | 2008 | 2.36 | -0.68 | -1.12 | 3.70 | | 2007 | 1.76 | -0.49 | 3.04 | 2.73 | | 2006 | -0.63 | 0.06 | 3.68 | 1.06 | | 2005 | N/A | 3.27 | -0.67 | 0.68 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 776 | 1126 | 68.92 | | 1-Month | 502 | 1168 | 42.98 | | 3-Month | 775 | 1158 | 66.93 | | 6-Month | 934 | 1140 | 81.93 | | 1-Year | 722 | 1120 | 64.46 | | 3-Year | 85 | 970 | 8.76 | | 5-Year | | 854 | N/A |
|
|
|
|
|
0.10% Nasdaq 
0.27%
Performance
