JABDX Mutual Fund

JABDX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
+0.48%
3 Months
+15.12%
6 Months
+13.08%
YTD
+12.16%
1 Year
+23.70%
3 Years (annualized)
+17.44%
5 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABDX 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
JPMorgan Global Government Bonds Unhedged Index
This Mutual Fund (YTD)
+12.16%
Peer Avg (YTD)
+7.64%
vs Peers
+4.52%

JABDX Mutual Fund Performance

JABDX performance across multiple time periods: 1-month 0.48%, YTD 12.16%, 1-year 23.70%, 3-year 17.44%, 5-year 8.38%.

JABDX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

JABDX performance comparison shows side-by-side returns with another fund. JABDX alternatives are available in the Mutual Fund Screener.