JABAX Mutual Fund

JABAX Mutual Fund

NAV$49.75
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Returns Overview

1 Month
-0.12%
3 Months
+2.64%
6 Months
+3.17%
YTD
+3.64%
1 Year
+9.19%
3 Years (annualized)
+12.53%
5 Years (annualized)
+6.78%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+5.54%
vs Peers
-1.89%

JABAX Mutual Fund Performance

JABAX performance across multiple time periods: 1-month -0.12%, YTD 3.64%, 1-year 9.19%, 3-year 12.53%, 5-year 6.78%, 10-year 10.09%.

JABAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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