| JTYBX | |
|---|---|
| Total return | +194.78% |
| Annualised (CAGR) | +11.42% |
| Volatility (annualised) | +14.01% |
| Sharpe (rf = 0) | 0.82 |
| Deepest drawdown | -32.64% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-23 |
| Dividend yield (12m distributions) | 2.15% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +194.78% in total (+11.42% a year), with a deepest drawdown of -32.64% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2022 (-17.56%), its best 2019 (+24.89%).
| Year | JTYBX |
|---|---|
| 2026 | +12.85% |
| 2025 | +20.37% |
| 2024 | +11.96% |
| 2023 | +22.63% |
| 2022 | -17.56% |
| 2021 | +21.47% |
| 2020 | +13.22% |
| 2019 | +24.89% |
| 2018 | -8.37% |
| 2017 | +20.41% |
| 2016 | +1.17% |
+194.78% in total, which works out to +11.42% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -17.56% (net of fees, dividends reinvested). Its best year was 2019 (+24.89%).
-32.64%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 163 days (about 5.4 months) to climb back to the earlier peak.
Over the last 12 months it distributed 2.15% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say JTYBX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -32.64% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.