JABFX Mutual Fund

JABFX Mutual Fund

NAV$14.15
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Returns Overview

1 Month
+3.45%
3 Months
+10.51%
6 Months
+14.55%
YTD
+14.18%
1 Year
+16.97%
3 Years (annualized)
+9.93%
5 Years (annualized)
+5.28%

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
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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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+11.24%
vs Peers
+2.94%

JABFX Mutual Fund Performance

JABFX performance across multiple time periods: 1-month 3.45%, YTD 14.18%, 1-year 16.97%, 3-year 9.93%, 5-year 5.28%.

JABFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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