JABFX Mutual Fund

JABFX Mutual Fund

NAV$13.94
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Returns Overview

1 Month
+1.14%
3 Months
+4.01%
6 Months
+13.01%
YTD
+15.48%
1 Year
+20.08%
3 Years (annualized)
+9.54%
5 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+15.48%
Peer Avg (YTD)
+12.53%
vs Peers
+2.95%

JABFX Mutual Fund Performance

JABFX performance across multiple time periods: 1-month 1.14%, YTD 15.48%, 1-year 20.08%, 3-year 9.54%, 5-year 4.53%.

JABFX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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