JABFX Mutual Fund

JABFX Mutual Fund

NAV$13.99
See how much of JABFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.05%
3 Months
-5.89%
6 Months
-2.12%
YTD
+8.67%
1 Year
+9.34%
3 Years (annualized)
+12.07%
5 Years (annualized)
+0.32%

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)
+8.67%
Peer Avg (YTD)
+7.23%
vs Peers
+1.44%

JABFX Mutual Fund Performance

JABFX performance across multiple time periods: 1-month 2.05%, YTD 8.67%, 1-year 9.34%, 3-year 12.07%, 5-year 0.32%.

JABFX returns outperform the peer average of 7.23% 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.