JABIX Mutual Fund

JABIX Mutual Fund

NAV$13.87
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Returns Overview

1 Month
+2.21%
3 Months
-5.57%
6 Months
-1.54%
YTD
+9.75%
1 Year
+10.66%
3 Years (annualized)
+13.28%
5 Years (annualized)
+1.43%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JABIX 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)
+9.75%
Peer Avg (YTD)
+7.23%
vs Peers
+2.52%

JABIX Mutual Fund Performance

JABIX performance across multiple time periods: 1-month 2.21%, YTD 9.75%, 1-year 10.66%, 3-year 13.28%, 5-year 1.43%, 10-year 5.78%.

JABIX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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