JABGX Mutual Fund

JABGX Mutual Fund

NAV$13.83
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Returns Overview

1 Month
+1.21%
3 Months
+4.25%
6 Months
+13.57%
YTD
+16.16%
1 Year
+21.22%
3 Years (annualized)
+10.66%
5 Years (annualized)
+3.55%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABGX 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
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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)
+16.16%
Peer Avg (YTD)
+12.53%
vs Peers
+3.63%

JABGX Mutual Fund Performance

JABGX performance across multiple time periods: 1-month 1.21%, YTD 16.16%, 1-year 21.22%, 3-year 10.66%, 5-year 3.55%, 10-year 5.74%.

JABGX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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