JABIX Mutual Fund

JABIX Mutual Fund

NAV$13.78
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Returns Overview

1 Month
+1.21%
3 Months
+4.26%
6 Months
+13.61%
YTD
+16.22%
1 Year
+21.32%
3 Years (annualized)
+10.74%
5 Years (annualized)
+3.63%
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)
+16.22%
Peer Avg (YTD)
+12.53%
vs Peers
+3.68%

JABIX Mutual Fund Performance

JABIX performance across multiple time periods: 1-month 1.21%, YTD 16.22%, 1-year 21.32%, 3-year 10.74%, 5-year 3.63%, 10-year 5.78%.

JABIX returns outperform the peer average of 12.53% 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.